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 | $4,445,012 | +606.7% | 32,720 | +612.9% | 0.10% | +556.2% |
| Q1 2022 | $629,000 | -2.0% | 4,590 | -48.7% | 0.02% | -36.0% |
| Q2 2016 | $642,000 | -62.1% | 8,950 | -64.2% | 0.02% | -63.2% |
| Q1 2016 | $1,695,000 | -81.0% | 25,000 | -79.8% | 0.07% | -75.5% |
| Q4 2015 | $8,934,000 | +84.8% | 124,000 | +69.9% | 0.28% | +22.6% |
| Q3 2015 | $4,835,000 | -87.5% | 73,000 | -86.0% | 0.23% | -72.9% |
| Q2 2015 | $38,696,000 | +20.2% | 520,175 | +17.1% | 0.83% | +17.7% |
| Q1 2015 | $32,203,000 | +56.5% | 444,175 | +47.6% | 0.71% | +9.1% |
| Q4 2014 | $20,582,000 | -38.0% | 301,000 | -42.0% | 0.65% | -16.1% |
| Q3 2014 | $33,175,000 | -16.2% | 519,090 | -20.3% | 0.77% | -18.9% |
| Q2 2014 | $39,605,000 | +1254.0% | 651,090 | +1202.2% | 0.95% | +1490.0% |
| Q1 2014 | $2,925,000 | -90.3% | 50,000 | -90.9% | 0.06% | -87.4% |
| Q4 2013 | $30,304,000 | – | 546,601 | – | 0.48% | – |
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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% |