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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,287 | +2.8% | 2,884 | +6.0% | 0.52% | +163.3% |
| Q2 2023 | $361,019 | +54.9% | 2,720 | +51.1% | 0.20% | +31.5% |
| Q1 2023 | $233,028 | -27.3% | 1,800 | -23.7% | 0.15% | -80.5% |
| Q4 2022 | $320,480 | +32.4% | 2,359 | +18.1% | 0.76% | +202.4% |
| Q3 2022 | $242,000 | -0.8% | 1,998 | +12.1% | 0.25% | +36.0% |
| Q1 2022 | $244,000 | -9.6% | 1,783 | -6.9% | 0.19% | +59.0% |
| Q4 2021 | $270,000 | -17.4% | 1,915 | -25.8% | 0.12% | -18.8% |
| Q3 2021 | $327,000 | -30.3% | 2,580 | -30.1% | 0.14% | -22.2% |
| Q2 2021 | $469,000 | +69.9% | 3,690 | +49.8% | 0.18% | +51.6% |
| Q1 2021 | $276,000 | – | 2,463 | – | 0.12% | – |
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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% |