SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,589 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,576,395 | -5.0% | 18,965 | -30.0% | 0.75% | +35.7% |
| Q2 2020 | $2,713,000 | +8.3% | 27,112 | -4.1% | 0.55% | -41.7% |
| Q1 2020 | $2,504,000 | -28.5% | 28,264 | -26.0% | 0.95% | +12.2% |
| Q1 2019 | $3,502,000 | -5.4% | 38,171 | -10.8% | 0.85% | -23.5% |
| Q4 2018 | $3,703,000 | -20.0% | 42,801 | -24.4% | 1.11% | +3.7% |
| Q3 2017 | $4,628,000 | -66.1% | 56,629 | -66.4% | 1.07% | -85.2% |
| Q3 2015 | $13,637,000 | 0.0% | 168,780 | -8.5% | 7.22% | +9.6% |
| Q2 2015 | $13,637,000 | -8.0% | 184,409 | -9.8% | 6.59% | -2.9% |
| Q1 2015 | $14,822,000 | +5.7% | 204,437 | -0.3% | 6.79% | +5.6% |
| Q4 2014 | $14,025,000 | -68.7% | 205,108 | -70.8% | 6.43% | +2.6% |
| Q3 2014 | $44,845,000 | -46.1% | 701,686 | -49.7% | 6.27% | -35.8% |
| Q2 2014 | $83,172,000 | +104.9% | 1,394,409 | +99.9% | 9.76% | +73.2% |
| Q1 2014 | $40,582,000 | +9.6% | 697,721 | +4.0% | 5.64% | +5.1% |
| Q4 2013 | $37,015,000 | +18.7% | 671,133 | +10.4% | 5.36% | +22.4% |
| Q3 2013 | $31,176,000 | +7.7% | 607,866 | +0.2% | 4.38% | -6.9% |
| Q2 2013 | $28,946,000 | – | 606,914 | – | 4.71% | – |
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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% |