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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $40,881 | +17.0% | 308 | +14.1% | 0.01% | +25.0% |
| Q1 2023 | $34,955 | -4.7% | 270 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $36,680 | +11.2% | 270 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $33,000 | -5.7% | 270 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $35,000 | -5.4% | 270 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $37,000 | -2.6% | 270 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | +11.8% | 270 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | +385.7% | 270 | +335.5% | 0.00% | +300.0% |
| Q1 2021 | $7,000 | 0.0% | 62 | -22.5% | 0.00% | -50.0% |
| Q3 2019 | $7,000 | -80.0% | 80 | -79.2% | 0.00% | -80.0% |
| Q1 2019 | $35,000 | +6.1% | 385 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $33,000 | -36.5% | 385 | -29.4% | 0.01% | -35.3% |
| Q3 2018 | $52,000 | -3.7% | 545 | -15.1% | 0.02% | -5.6% |
| Q2 2018 | $54,000 | +38.5% | 642 | +35.2% | 0.02% | +20.0% |
| Q1 2018 | $39,000 | -55.7% | 475 | -55.6% | 0.02% | -62.5% |
| Q4 2017 | $88,000 | -10.2% | 1,070 | -10.9% | 0.04% | -18.4% |
| Q3 2017 | $98,000 | +32.4% | 1,201 | +28.9% | 0.05% | +53.1% |
| Q2 2017 | $74,000 | – | 932 | – | 0.03% | – |
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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% |