SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,289,180 | -5.7% | 10,014 | -2.8% | 0.66% | -6.5% |
| Q2 2023 | $1,367,362 | +6.0% | 10,302 | +3.4% | 0.71% | +1.0% |
| Q1 2023 | $1,290,448 | -3.5% | 9,968 | +1.3% | 0.70% | -9.3% |
| Q4 2022 | $1,337,162 | +11.2% | 9,843 | -0.9% | 0.77% | +1.6% |
| Q3 2022 | $1,202,735 | -9.0% | 9,931 | -3.6% | 0.76% | -9.7% |
| Q2 2022 | $1,321,633 | -13.3% | 10,306 | -7.3% | 0.84% | -1.2% |
| Q1 2022 | $1,523,593 | +269.8% | 11,122 | +120.8% | 0.85% | +134.7% |
| Q3 2017 | $412,000 | -33.0% | 5,036 | -37.0% | 0.36% | +24.7% |
| Q2 2017 | $615,000 | +112.8% | 8,000 | +106.0% | 0.29% | +4.3% |
| Q1 2017 | $289,000 | +23.5% | 3,883 | +14.3% | 0.28% | +13.0% |
| Q4 2016 | $234,000 | – | 3,398 | – | 0.25% | – |
Download | ||||||
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% |