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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,830,527 | +41.8% | 66,530 | +38.3% | 0.02% | +45.5% |
| Q1 2023 | $6,227,026 | -56.3% | 48,100 | -54.2% | 0.01% | -60.7% |
| Q4 2022 | $14,264,250 | +227.4% | 105,000 | +191.9% | 0.03% | +211.1% |
| Q3 2022 | $4,357,000 | +1323.9% | 35,975 | +1075.7% | 0.01% | – |
| Q2 2020 | $306,000 | -77.8% | 3,060 | -80.3% | 0.00% | -100.0% |
| Q1 2020 | $1,377,000 | -73.5% | 15,550 | -72.3% | 0.00% | -60.0% |
| Q2 2019 | $5,197,000 | +121.7% | 56,100 | +104.0% | 0.01% | +66.7% |
| Q4 2018 | $2,344,000 | +2.6% | 27,500 | +14.6% | 0.00% | +50.0% |
| Q3 2018 | $2,284,000 | +321.4% | 24,000 | +269.2% | 0.00% | +100.0% |
| Q2 2018 | $542,000 | +26.0% | 6,500 | +25.0% | 0.00% | – |
| Q4 2017 | $430,000 | – | 5,200 | – | 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% |