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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,165,404 | +2.0% | 16,314 | -0.5% | 0.34% | +0.3% |
| Q1 2023 | $2,122,108 | -7.9% | 16,392 | -3.3% | 0.34% | -8.2% |
| Q4 2022 | $2,304,072 | +9.7% | 16,960 | -2.3% | 0.37% | +0.8% |
| Q3 2022 | $2,101,000 | -9.6% | 17,352 | -4.2% | 0.36% | -6.4% |
| Q2 2022 | $2,324,000 | -5.8% | 18,120 | +0.7% | 0.39% | +2.6% |
| Q1 2022 | $2,466,000 | +2.7% | 17,999 | +5.6% | 0.38% | -10.2% |
| Q4 2021 | $2,401,000 | +12.9% | 17,045 | +2.0% | 0.42% | +16.6% |
| Q3 2021 | $2,127,000 | +2.1% | 16,707 | +1.0% | 0.36% | +10.7% |
| Q2 2021 | $2,083,000 | +22.0% | 16,534 | +13.0% | 0.33% | +17.2% |
| Q1 2021 | $1,708,000 | +14.2% | 14,630 | +11.0% | 0.28% | +9.0% |
| Q4 2020 | $1,495,000 | – | 13,179 | – | 0.26% | – |
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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% |