SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,522 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $41,678 | -47.9% | 314 | -49.2% | 0.00% | -50.0% |
Q1 2023 | $80,007 | +11.3% | 618 | +16.8% | 0.01% | 0.0% |
Q4 2022 | $71,865 | +89.1% | 529 | +68.5% | 0.01% | +60.0% |
Q3 2022 | $38,000 | -5.0% | 314 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $40,000 | +344.4% | 314 | +414.8% | 0.01% | +400.0% |
Q4 2021 | $9,000 | +80.0% | 61 | +24.5% | 0.00% | 0.0% |
Q2 2020 | $5,000 | -75.0% | 49 | -78.6% | 0.00% | -75.0% |
Q1 2020 | $20,000 | -13.0% | 229 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $23,000 | +9.5% | 229 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $21,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $21,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $21,000 | +5.0% | 229 | 0.0% | 0.00% | -20.0% |
Q4 2018 | $20,000 | – | 229 | – | 0.01% | – |
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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% |