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 | $951,904 | -11.3% | 7,394 | -8.5% | 1.49% | -3.8% |
Q2 2023 | $1,073,122 | +1.2% | 8,085 | -1.3% | 1.54% | +0.3% |
Q1 2023 | $1,060,277 | -3.8% | 8,190 | +0.9% | 1.54% | +2.1% |
Q4 2022 | $1,102,423 | -2.7% | 8,115 | -13.3% | 1.51% | +15.6% |
Q3 2022 | $1,133,000 | -34.0% | 9,355 | -30.1% | 1.30% | -27.6% |
Q2 2022 | $1,716,000 | -39.5% | 13,378 | -35.4% | 1.80% | -32.5% |
Q1 2022 | $2,838,000 | -5.8% | 20,720 | -3.2% | 2.67% | +13.1% |
Q4 2021 | $3,014,000 | +9.6% | 21,395 | -1.0% | 2.36% | +5.2% |
Q3 2021 | $2,751,000 | +0.9% | 21,613 | -49.3% | 2.24% | -53.0% |
Q3 2014 | $2,726,000 | -43.1% | 42,660 | -45.8% | 4.78% | +27.5% |
Q2 2014 | $4,788,000 | +20.0% | 78,710 | +15.4% | 3.75% | +7.5% |
Q1 2014 | $3,991,000 | +24.8% | 68,230 | +18.3% | 3.48% | +20.1% |
Q4 2013 | $3,199,000 | +40.1% | 57,694 | +27.8% | 2.90% | +25.2% |
Q3 2013 | $2,284,000 | +25.3% | 45,140 | +17.9% | 2.32% | +15.7% |
Q2 2013 | $1,823,000 | -33.4% | 38,300 | +76.2% | 2.00% | -5.5% |
Q2 2010 | $2,738,000 | – | 21,740 | – | 2.12% | – |
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% |