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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $357,310 | +21.8% | 2,760 | +27.8% | 0.18% | +33.1% |
| Q4 2022 | $293,436 | +9.5% | 2,160 | -2.3% | 0.13% | -5.7% |
| Q3 2022 | $268,000 | -13.3% | 2,210 | -8.3% | 0.14% | +3.7% |
| Q2 2022 | $309,000 | -15.1% | 2,410 | -9.4% | 0.14% | +18.3% |
| Q1 2022 | $364,000 | -3.4% | 2,660 | -0.6% | 0.12% | -31.1% |
| Q4 2021 | $377,000 | +35.1% | 2,675 | +22.1% | 0.17% | +25.6% |
| Q3 2021 | $279,000 | +1.1% | 2,190 | 0.0% | 0.13% | +4.7% |
| Q2 2021 | $276,000 | +19.0% | 2,190 | +10.1% | 0.13% | +8.5% |
| Q1 2021 | $232,000 | -3.7% | 1,990 | -6.4% | 0.12% | -9.3% |
| Q4 2020 | $241,000 | +12.6% | 2,125 | +4.9% | 0.13% | -9.2% |
| Q3 2020 | $214,000 | -39.5% | 2,025 | -42.8% | 0.14% | -34.0% |
| Q2 2020 | $354,000 | +16.1% | 3,541 | +2.9% | 0.22% | -1.8% |
| Q1 2020 | $305,000 | -23.9% | 3,441 | -12.7% | 0.22% | +31.1% |
| Q4 2019 | $401,000 | +1.8% | 3,941 | -9.7% | 0.17% | -4.0% |
| Q3 2019 | $394,000 | -3.9% | 4,366 | -1.5% | 0.17% | -6.5% |
| Q2 2019 | $410,000 | -5.5% | 4,431 | -6.4% | 0.19% | -6.1% |
| Q1 2019 | $434,000 | +4.3% | 4,735 | -1.4% | 0.20% | +2.1% |
| Q4 2018 | $416,000 | -10.5% | 4,804 | -1.8% | 0.19% | +10.9% |
| Q3 2018 | $465,000 | +22.4% | 4,892 | +7.5% | 0.18% | +10.1% |
| Q2 2018 | $380,000 | +2.7% | 4,551 | 0.0% | 0.16% | 0.0% |
| Q1 2018 | $370,000 | -1.6% | 4,551 | 0.0% | 0.16% | +4.6% |
| Q4 2017 | $376,000 | -2.1% | 4,551 | -3.2% | 0.15% | -7.3% |
| Q3 2017 | $384,000 | -1.0% | 4,701 | -4.1% | 0.16% | -1.8% |
| Q2 2017 | $388,000 | +2.4% | 4,901 | -3.9% | 0.17% | -8.2% |
| Q1 2017 | $379,000 | -10.0% | 5,101 | -16.4% | 0.18% | -17.6% |
| Q4 2016 | $421,000 | – | 6,101 | – | 0.22% | – |
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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% |