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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,494 | +1.1% | 2,171 | +4.2% | 0.06% | +6.8% |
| Q2 2023 | $276,589 | +2.3% | 2,084 | -0.2% | 0.06% | -1.7% |
| Q1 2023 | $270,402 | -10.1% | 2,089 | -5.6% | 0.06% | -14.3% |
| Q4 2022 | $300,711 | +12.6% | 2,214 | +0.5% | 0.07% | +6.1% |
| Q3 2022 | $267,000 | -4.3% | 2,203 | +1.1% | 0.07% | +6.5% |
| Q2 2022 | $279,000 | -4.1% | 2,178 | +2.4% | 0.06% | +17.0% |
| Q1 2022 | $291,000 | -5.5% | 2,127 | -2.7% | 0.05% | +3.9% |
| Q4 2021 | $308,000 | +43.3% | 2,187 | +29.6% | 0.05% | +34.2% |
| Q3 2021 | $215,000 | -0.9% | 1,687 | -1.9% | 0.04% | 0.0% |
| Q2 2021 | $217,000 | -25.9% | 1,720 | -31.5% | 0.04% | -33.3% |
| Q1 2021 | $293,000 | +13.6% | 2,512 | +10.5% | 0.06% | +9.6% |
| Q4 2020 | $258,000 | – | 2,273 | – | 0.05% | – |
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% |