SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,288 | +3.9% | 2,216 | +7.2% | 0.09% | +9.4% |
| Q2 2023 | $274,486 | +3.2% | 2,068 | +0.7% | 0.08% | +6.2% |
| Q1 2023 | $265,911 | -36.9% | 2,054 | -34.9% | 0.08% | -23.1% |
| Q4 2022 | $421,144 | +14.4% | 3,157 | +5.3% | 0.10% | +5.1% |
| Q3 2022 | $368,000 | -5.4% | 2,998 | -1.3% | 0.10% | -2.0% |
| Q2 2022 | $389,000 | +20.1% | 3,037 | +20.5% | 0.10% | +20.2% |
| Q1 2022 | $324,000 | -13.6% | 2,520 | -5.4% | 0.08% | -3.4% |
| Q4 2021 | $375,000 | +26.3% | 2,665 | +14.3% | 0.09% | +35.9% |
| Q3 2021 | $297,000 | -26.7% | 2,332 | -23.0% | 0.06% | -21.0% |
| Q2 2021 | $405,000 | +12.8% | 3,028 | +4.1% | 0.08% | +14.1% |
| Q1 2021 | $359,000 | +9.1% | 2,908 | +0.2% | 0.07% | +1.4% |
| Q4 2020 | $329,000 | +11.5% | 2,901 | +10.4% | 0.07% | +6.1% |
| Q3 2020 | $295,000 | -11.9% | 2,627 | -15.9% | 0.07% | -5.7% |
| Q2 2020 | $335,000 | +39.6% | 3,123 | +32.8% | 0.07% | +20.7% |
| Q4 2019 | $240,000 | -29.6% | 2,351 | -36.1% | 0.06% | -34.8% |
| Q2 2019 | $341,000 | -16.2% | 3,678 | -17.1% | 0.09% | -21.2% |
| Q1 2019 | $407,000 | +17.3% | 4,438 | +4.5% | 0.11% | -92.4% |
| Q3 2017 | $347,000 | -13.0% | 4,247 | -15.7% | 1.49% | +148900.0% |
| Q2 2017 | $399,000 | – | 5,035 | – | 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% |