SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,407 | -3.0% | 2,326 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $308,686 | -2.5% | 2,326 | -4.9% | 0.04% | -4.8% |
| Q1 2023 | $316,616 | +3.8% | 2,446 | +8.9% | 0.04% | +2.4% |
| Q4 2022 | $305,074 | +44.6% | 2,246 | +36.5% | 0.04% | +51.9% |
| Q2 2022 | $211,000 | -9.8% | 1,646 | -3.9% | 0.03% | +3.8% |
| Q1 2022 | $234,000 | -2.9% | 1,712 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $241,000 | -19.4% | 1,712 | -47.5% | 0.03% | -60.6% |
| Q1 2019 | $299,000 | +37.8% | 3,263 | +43.4% | 0.07% | +26.9% |
| Q3 2018 | $217,000 | -85.7% | 2,276 | -88.8% | 0.05% | -86.6% |
| Q1 2017 | $1,515,000 | +482.7% | 20,370 | +440.9% | 0.39% | +411.8% |
| Q4 2016 | $260,000 | -89.7% | 3,766 | -88.9% | 0.08% | -90.1% |
| Q2 2015 | $2,528,000 | -16.8% | 33,988 | -18.9% | 0.77% | -30.7% |
| Q1 2015 | $3,037,000 | +5.8% | 41,887 | -0.2% | 1.11% | -2.6% |
| Q4 2014 | $2,871,000 | +23.5% | 41,987 | +15.4% | 1.14% | +49.1% |
| Q3 2014 | $2,325,000 | +147.9% | 36,386 | +84.7% | 0.76% | +116.2% |
| Q2 2013 | $938,000 | +24.9% | 19,703 | +20.8% | 0.35% | +53.7% |
| Q1 2013 | $751,000 | – | 16,314 | – | 0.23% | – |
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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% |