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 | $3,824,479 | +32.8% | 29,707 | +36.9% | 0.76% | +32.6% |
| Q2 2023 | $2,879,577 | +26.1% | 21,695 | +29.0% | 0.57% | +14.0% |
| Q4 2022 | $2,284,046 | +85.4% | 16,813 | +65.3% | 0.50% | +77.9% |
| Q3 2022 | $1,232,000 | -2.9% | 10,174 | +2.8% | 0.28% | -2.4% |
| Q2 2022 | $1,269,000 | +0.4% | 9,894 | +7.2% | 0.29% | +16.1% |
| Q1 2022 | $1,264,000 | +23.1% | 9,228 | +14.4% | 0.25% | -1.2% |
| Q3 2021 | $1,027,000 | +56.3% | 8,067 | +13.8% | 0.25% | -16.6% |
| Q2 2019 | $657,000 | +183.2% | 7,091 | +141.5% | 0.30% | +118.1% |
| Q2 2017 | $232,000 | -84.0% | 2,936 | -85.0% | 0.14% | -85.8% |
| Q1 2017 | $1,452,000 | -32.8% | 19,524 | -37.7% | 0.97% | +15.0% |
| Q4 2016 | $2,161,000 | – | 31,345 | – | 0.85% | – |
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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% |