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 | $267,393 | +2.8% | 2,077 | +6.0% | 0.02% | +11.1% |
| Q2 2023 | $260,151 | +0.4% | 1,960 | -2.0% | 0.02% | -5.3% |
| Q1 2023 | $259,049 | +5.7% | 2,001 | +10.9% | 0.02% | -5.0% |
| Q4 2022 | $245,073 | +5.6% | 1,804 | -5.9% | 0.02% | -9.1% |
| Q3 2022 | $232,000 | +3.6% | 1,918 | +9.8% | 0.02% | +4.8% |
| Q2 2022 | $224,000 | -11.5% | 1,747 | -5.5% | 0.02% | +10.5% |
| Q1 2022 | $253,000 | +5.9% | 1,849 | +9.1% | 0.02% | +5.6% |
| Q4 2021 | $239,000 | +10.6% | 1,695 | -0.1% | 0.02% | +5.9% |
| Q3 2021 | $216,000 | -30.1% | 1,697 | -35.9% | 0.02% | -39.3% |
| Q1 2021 | $309,000 | -25.2% | 2,646 | -43.2% | 0.03% | -64.6% |
| Q1 2020 | $413,000 | – | 4,657 | – | 0.08% | – |
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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% |