SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $915,970 | -6.0% | 6,901 | -8.3% | 4.33% | -31.7% |
| Q1 2023 | $974,575 | -4.7% | 7,528 | 0.0% | 6.33% | +56.2% |
| Q4 2022 | $1,022,679 | +12.1% | 7,528 | 0.0% | 4.05% | +29.4% |
| Q3 2022 | $912,000 | -28.4% | 7,528 | -24.2% | 3.13% | -11.6% |
| Q2 2022 | $1,273,000 | +27.8% | 9,925 | +40.4% | 3.54% | +132.7% |
| Q4 2021 | $996,000 | +145.3% | 7,068 | +38.0% | 1.52% | +383.2% |
| Q2 2017 | $406,000 | -73.2% | 5,120 | -76.7% | 0.32% | -79.4% |
| Q4 2016 | $1,515,000 | – | 21,977 | – | 1.53% | – |
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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% |