SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151,796 | -2.9% | 1,179 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $156,397 | +2.6% | 1,178 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $152,442 | -4.6% | 1,178 | +0.1% | 0.02% | -9.5% |
| Q4 2022 | $159,867 | +12.6% | 1,177 | +0.1% | 0.02% | +5.0% |
| Q3 2022 | $142,000 | +6.8% | 1,176 | +24.3% | 0.02% | +33.3% |
| Q4 2021 | $133,000 | +10.8% | 946 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $120,000 | +0.8% | 946 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $119,000 | +17.8% | 946 | +9.2% | 0.02% | +15.4% |
| Q1 2021 | $101,000 | +90.6% | 866 | +83.9% | 0.01% | +85.7% |
| Q4 2020 | $53,000 | +657.1% | 471 | +563.4% | 0.01% | +600.0% |
| Q3 2020 | $7,000 | 0.0% | 71 | +1.4% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +250.0% | 70 | +250.0% | 0.00% | – |
| Q1 2020 | $2,000 | -50.0% | 20 | -60.0% | 0.00% | -100.0% |
| Q3 2017 | $4,000 | – | 50 | – | 0.00% | – |
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% |