SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,589 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,082,908 | +2011184.7% | 30,761 | +1954.8% | 1.24% | +1750.7% |
| Q4 2022 | $203 | -100.0% | 1,497 | -82.6% | 0.07% | -64.4% |
| Q3 2020 | $905,000 | +116.5% | 8,582 | +105.3% | 0.19% | +154.1% |
| Q2 2020 | $418,000 | -90.6% | 4,180 | -91.7% | 0.07% | -92.0% |
| Q1 2020 | $4,440,000 | +765.5% | 50,123 | +698.8% | 0.92% | +523.6% |
| Q3 2017 | $513,000 | +2.2% | 6,275 | -1.0% | 0.15% | -4.5% |
| Q2 2017 | $502,000 | -90.0% | 6,337 | -90.9% | 0.16% | -93.2% |
| Q2 2016 | $5,015,000 | -47.1% | 69,931 | -50.0% | 2.30% | +5.9% |
| Q1 2016 | $9,488,000 | -28.0% | 139,927 | -20.9% | 2.17% | -2.0% |
| Q2 2015 | $13,177,000 | +2274.2% | 176,927 | +2079.2% | 2.21% | +2134.3% |
| Q4 2014 | $555,000 | -74.6% | 8,119 | -76.3% | 0.10% | -94.0% |
| Q3 2014 | $2,188,000 | -76.5% | 34,235 | -77.6% | 1.64% | -38.7% |
| Q2 2014 | $9,302,000 | – | 152,913 | – | 2.67% | – |
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% |