SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,841 | +14.9% | 6,500 | +18.4% | 0.12% | +18.6% |
| Q2 2023 | $728,379 | +17.0% | 5,488 | +14.2% | 0.10% | +7.8% |
| Q1 2023 | $622,347 | +8.5% | 4,807 | +13.8% | 0.09% | 0.0% |
| Q4 2022 | $573,695 | -30.5% | 4,223 | -38.1% | 0.09% | -36.6% |
| Q3 2022 | $826,000 | -8.8% | 6,821 | 0.0% | 0.14% | +0.7% |
| Q2 2022 | $906,000 | +75.9% | 6,821 | +81.5% | 0.14% | +83.1% |
| Q1 2022 | $515,000 | +64.0% | 3,759 | +6.2% | 0.08% | +87.8% |
| Q1 2020 | $314,000 | +45.4% | 3,540 | +67.1% | 0.04% | +78.3% |
| Q4 2019 | $216,000 | -8.1% | 2,118 | -18.9% | 0.02% | -20.7% |
| Q3 2019 | $235,000 | -2.9% | 2,610 | 0.0% | 0.03% | +3.6% |
| Q2 2019 | $242,000 | +1.3% | 2,610 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $239,000 | +10.6% | 2,610 | +4.4% | 0.03% | -3.4% |
| Q4 2018 | $216,000 | -9.2% | 2,500 | 0.0% | 0.03% | -3.3% |
| Q3 2018 | $238,000 | – | 2,500 | – | 0.03% | – |
Download | ||||||
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% |