SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,589 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,332,613 | -48.1% | 10,351 | -46.5% | 0.08% | -49.7% |
| Q2 2023 | $2,566,069 | +7.5% | 19,333 | +4.9% | 0.16% | +2.5% |
| Q1 2023 | $2,386,077 | -0.7% | 18,431 | +4.2% | 0.16% | -4.8% |
| Q4 2022 | $2,403,594 | +18.0% | 17,693 | +5.2% | 0.17% | -1.8% |
| Q3 2022 | $2,037,000 | +1.1% | 16,823 | +7.1% | 0.17% | -4.0% |
| Q2 2022 | $2,014,000 | +11747.1% | 15,704 | +12463.2% | 0.18% | +17600.0% |
| Q1 2022 | $17,000 | -48.5% | 125 | -46.6% | 0.00% | -66.7% |
| Q4 2021 | $33,000 | +10.0% | 234 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | +87.5% | 234 | +87.2% | 0.00% | +50.0% |
| Q2 2021 | $16,000 | – | 125 | – | 0.00% | – |
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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% |