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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $191,787 | -58.8% | 1,489 | -57.5% | 0.01% | -56.7% |
| Q2 2023 | $465,099 | -15.1% | 3,504 | -17.2% | 0.03% | -21.1% |
| Q1 2023 | $547,913 | +1737.0% | 4,232 | +1832.4% | 0.04% | +1800.0% |
| Q4 2022 | $29,826 | +19.3% | 219 | +4.8% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -3.8% | 209 | +0.5% | 0.00% | -33.3% |
| Q2 2022 | $26,000 | +30.0% | 208 | +40.5% | 0.00% | +50.0% |
| Q1 2022 | $20,000 | +33.3% | 148 | +38.3% | 0.00% | +100.0% |
| Q4 2021 | $15,000 | -65.9% | 107 | -69.5% | 0.00% | -75.0% |
| Q3 2021 | $44,000 | 0.0% | 351 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | +4.8% | 351 | -2.5% | 0.00% | 0.0% |
| Q1 2021 | $42,000 | -53.3% | 360 | -54.9% | 0.00% | -63.6% |
| Q4 2020 | $90,000 | -31.3% | 798 | -36.0% | 0.01% | -42.1% |
| Q3 2020 | $131,000 | +5.6% | 1,247 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $124,000 | +10.7% | 1,247 | -1.3% | 0.02% | -13.6% |
| Q1 2020 | $112,000 | -41.1% | 1,264 | -32.5% | 0.02% | -26.7% |
| Q4 2019 | $190,000 | +1800.0% | 1,872 | +1460.0% | 0.03% | +1400.0% |
| Q3 2019 | $10,000 | -9.1% | 120 | -0.8% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | +1000.0% | 121 | +611.8% | 0.00% | – |
| Q1 2019 | $1,000 | -90.0% | 17 | -85.8% | 0.00% | -100.0% |
| Q4 2018 | $10,000 | -9.1% | 120 | -0.8% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | – | 121 | – | 0.00% | – |
| Q1 2015 | $0 | – | 0 | – | 0.00% | – |
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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% |