SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,482 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,751,609 | -27.4% | 49,699 | -46.5% | 4.75% | -23.3% |
| Q2 2020 | $9,301,000 | +2.8% | 92,947 | -9.0% | 6.19% | -1.3% |
| Q1 2020 | $9,044,000 | -33.8% | 102,095 | -31.4% | 6.27% | +12.6% |
| Q1 2019 | $13,660,000 | -8.0% | 148,882 | -13.3% | 5.56% | -3.4% |
| Q4 2018 | $14,853,000 | -18.6% | 171,696 | -23.1% | 5.76% | +4.9% |
| Q3 2017 | $18,243,000 | -43.9% | 223,212 | -54.6% | 5.49% | -31.4% |
| Q3 2015 | $32,527,000 | -17.0% | 491,119 | -6.8% | 8.00% | +1.3% |
| Q2 2015 | $39,210,000 | +4.7% | 527,097 | +2.1% | 7.89% | +14.9% |
| Q1 2015 | $37,433,000 | +9.6% | 516,322 | +3.4% | 6.87% | +5.2% |
| Q4 2014 | $34,142,000 | +7.7% | 499,289 | +0.6% | 6.53% | +13.8% |
| Q3 2014 | $31,709,000 | +7.2% | 496,142 | +2.0% | 5.74% | +7.4% |
| Q2 2014 | $29,585,000 | +3.1% | 486,350 | -0.9% | 5.34% | +0.5% |
| Q1 2014 | $28,707,000 | +11.7% | 490,800 | +5.8% | 5.31% | +7.8% |
| Q4 2013 | $25,710,000 | +70.2% | 463,750 | +14.2% | 4.93% | +41.7% |
| Q3 2013 | $15,110,000 | -18.6% | 406,000 | +4.1% | 3.48% | -13.0% |
| Q2 2013 | $18,566,000 | – | 389,950 | – | 4.00% | – |
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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% |