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 | $314 | -3.1% | 2,440 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $324 | +2.2% | 2,440 | -0.4% | 0.06% | -9.4% |
| Q1 2023 | $317 | -11.2% | 2,450 | -6.8% | 0.06% | -16.9% |
| Q4 2022 | $357 | -99.9% | 2,630 | -11.1% | 0.08% | -9.4% |
| Q3 2022 | $358,000 | -3.8% | 2,959 | +2.0% | 0.08% | +11.8% |
| Q2 2022 | $372,000 | -6.3% | 2,900 | 0.0% | 0.08% | +10.1% |
| Q1 2022 | $397,000 | -2.9% | 2,900 | 0.0% | 0.07% | +11.3% |
| Q4 2021 | $409,000 | +10.8% | 2,900 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $369,000 | +5.4% | 2,900 | +4.3% | 0.06% | +1.7% |
| Q2 2021 | $350,000 | +54.9% | 2,780 | +43.3% | 0.06% | +46.3% |
| Q1 2021 | $226,000 | +3666.7% | 1,940 | +1840.0% | 0.04% | +1950.0% |
| Q1 2014 | $6,000 | – | 100 | – | 0.00% | – |
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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% |