SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,589 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,202,045 | -4.5% | 9,337 | -1.5% | 0.48% | 0.0% |
Q2 2023 | $1,258,280 | +2.5% | 9,480 | 0.0% | 0.48% | -0.8% |
Q1 2023 | $1,227,281 | +42.5% | 9,480 | +49.6% | 0.49% | +47.4% |
Q4 2022 | $861,017 | +190.9% | 6,338 | +159.2% | 0.33% | +195.5% |
Q3 2022 | $296,000 | +21.3% | 2,445 | +28.4% | 0.11% | +96.5% |
Q2 2022 | $244,000 | -9.3% | 1,904 | -2.9% | 0.06% | 0.0% |
Q1 2022 | $269,000 | -2.5% | 1,961 | 0.0% | 0.06% | 0.0% |
Q4 2021 | $276,000 | – | 1,961 | – | 0.06% | – |
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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% |