SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,097 | -5.2% | 1,502 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $203,776 | -22.6% | 1,502 | -26.2% | 0.04% | -24.1% |
| Q1 2023 | $263,322 | -1.1% | 2,034 | +3.8% | 0.06% | -3.3% |
| Q4 2022 | $266,130 | +8.6% | 1,959 | -3.0% | 0.06% | +1.7% |
| Q3 2022 | $245,000 | -5.4% | 2,019 | 0.0% | 0.06% | +1.7% |
| Q2 2022 | $259,000 | -10.7% | 2,019 | -4.5% | 0.06% | +5.5% |
| Q1 2022 | $290,000 | -2.7% | 2,114 | 0.0% | 0.06% | +3.8% |
| Q4 2021 | $298,000 | +10.8% | 2,114 | 0.0% | 0.05% | +3.9% |
| Q3 2021 | $269,000 | -9.7% | 2,114 | -10.7% | 0.05% | -10.5% |
| Q2 2021 | $298,000 | +8.0% | 2,368 | 0.0% | 0.06% | +1.8% |
| Q1 2021 | $276,000 | +2.6% | 2,368 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $269,000 | +7.6% | 2,368 | 0.0% | 0.06% | -20.8% |
| Q3 2020 | $250,000 | +9.6% | 2,368 | +4.0% | 0.07% | 0.0% |
| Q2 2020 | $228,000 | +12.9% | 2,278 | +14.9% | 0.07% | +24.1% |
| Q4 2019 | $202,000 | – | 1,983 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 151,893 | $19,554,701 | 15.13% |
| Yelin Lapidot Holdings Management Ltd. | 180,426 | $22,048,386 | 13.11% |
| WestEnd Advisors, LLC | 3,340,501 | $430,055,998 | 12.93% |
| Biltmore Wealth Management, LLC | 158,153 | $20,360,570 | 9.83% |
| Granite Bay Wealth Management, LLC | 7,242,699 | $961,905 | 9.44% |
| Conservest Capital Advisors, Inc. | 556,312 | $71,619,654 | 8.64% |
| J.Safra Asset Management Corp | 455,172 | $58,598,843 | 8.54% |
| Advocacy Wealth Management Services, LLC | 559,897 | $72,081,150 | 8.02% |
| MBB PUBLIC MARKETS I LLC | 1,008,446 | $129,827,338 | 7.86% |
| CTC Alternative Strategies, Ltd. | 31,900 | $4,106,806 | 7.75% |