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 | $2,926 | -99.6% | 22 | -99.8% | 0.00% | -99.7% |
| Q3 2019 | $834,000 | -0.1% | 9,249 | +2.7% | 0.75% | +0.5% |
| Q2 2019 | $835,000 | +4.4% | 9,010 | +3.3% | 0.75% | +1.9% |
| Q1 2019 | $800,000 | +11.1% | 8,724 | +4.8% | 0.73% | +3.1% |
| Q4 2018 | $720,000 | -10.7% | 8,327 | -1.7% | 0.71% | +35.4% |
| Q3 2018 | $806,000 | +16.0% | 8,468 | +1.7% | 0.52% | +24.7% |
| Q2 2018 | $695,000 | +0.9% | 8,330 | -1.6% | 0.42% | +1.9% |
| Q1 2018 | $689,000 | +23.3% | 8,464 | +25.3% | 0.41% | +26.3% |
| Q4 2017 | $559,000 | -1.8% | 6,755 | -3.0% | 0.33% | +2.2% |
| Q3 2017 | $569,000 | -35.1% | 6,962 | -37.1% | 0.32% | -33.5% |
| Q2 2017 | $877,000 | +20.5% | 11,074 | +13.1% | 0.48% | +14.8% |
| Q1 2017 | $728,000 | +3.7% | 9,794 | -3.9% | 0.42% | -3.7% |
| Q4 2016 | $702,000 | -10.5% | 10,188 | -6.2% | 0.44% | -13.0% |
| Q3 2016 | $784,000 | -2.0% | 10,867 | -2.6% | 0.50% | -3.7% |
| Q2 2016 | $800,000 | -73.6% | 11,159 | -75.1% | 0.52% | -73.3% |
| Q1 2016 | $3,033,000 | -5.8% | 44,753 | +0.1% | 1.94% | +2.5% |
| Q4 2015 | $3,221,000 | +7.7% | 44,715 | -1.0% | 1.89% | +11.9% |
| Q3 2015 | $2,990,000 | -11.1% | 45,148 | -0.1% | 1.69% | +11.8% |
| Q2 2015 | $3,363,000 | -41.3% | 45,210 | -42.8% | 1.51% | -38.8% |
| Q1 2015 | $5,725,000 | – | 78,970 | – | 2.47% | – |
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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% |