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 | $1,006,858 | +2.9% | 7,821 | +6.1% | 0.07% | +3.0% |
Q2 2023 | $978,045 | +27.7% | 7,369 | +24.6% | 0.07% | +20.0% |
Q1 2023 | $765,920 | -7.4% | 5,916 | -2.8% | 0.06% | -12.7% |
Q4 2022 | $826,919 | +69.8% | 6,087 | +51.5% | 0.06% | +65.8% |
Q3 2022 | $487,000 | -6.7% | 4,018 | -1.3% | 0.04% | 0.0% |
Q2 2022 | $522,000 | +136.2% | 4,070 | +152.3% | 0.04% | +171.4% |
Q1 2022 | $221,000 | +9.4% | 1,613 | -9.5% | 0.01% | -17.6% |
Q4 2020 | $202,000 | -4.7% | 1,783 | -11.5% | 0.02% | -15.0% |
Q3 2020 | $212,000 | -9.0% | 2,014 | -13.6% | 0.02% | -23.1% |
Q2 2020 | $233,000 | -9.7% | 2,331 | -19.9% | 0.03% | -16.1% |
Q1 2020 | $258,000 | -10.1% | 2,909 | +3.1% | 0.03% | +3.3% |
Q4 2019 | $287,000 | +13.9% | 2,822 | +0.9% | 0.03% | +3.4% |
Q3 2019 | $252,000 | -10.3% | 2,797 | -7.7% | 0.03% | -12.1% |
Q2 2019 | $281,000 | -24.7% | 3,029 | -25.5% | 0.03% | -26.7% |
Q1 2019 | $373,000 | – | 4,064 | – | 0.04% | – |
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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% |