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 | $50,080 | -3.0% | 389 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $51,632 | +2.5% | 389 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $50,360 | -4.7% | 389 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $52,846 | +12.4% | 389 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $47,000 | -6.0% | 389 | 0.0% | 0.01% | -18.8% |
| Q2 2022 | $50,000 | -5.7% | 389 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $53,000 | -3.6% | 389 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $55,000 | +10.0% | 389 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $50,000 | +2.0% | 389 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $49,000 | +8.9% | 389 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $45,000 | -13.5% | 389 | -15.4% | 0.02% | -15.8% |
| Q4 2020 | $52,000 | +6.1% | 460 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $49,000 | +6.5% | 460 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $46,000 | +4.5% | 460 | -6.5% | 0.02% | -16.0% |
| Q1 2020 | $44,000 | +1366.7% | 492 | +1437.5% | 0.02% | +2400.0% |
| Q4 2019 | $3,000 | 0.0% | 32 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $3,000 | -66.7% | 32 | -66.7% | 0.00% | -60.0% |
| Q2 2019 | $9,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | – | 96 | – | 0.01% | – |
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% |