SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,522 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $781,893 | +227.5% | 6,040 | +243.8% | 0.40% | +212.5% |
| Q4 2022 | $238,726 | -82.0% | 1,757 | -84.0% | 0.13% | -82.3% |
| Q3 2022 | $1,326,000 | -13.5% | 10,949 | -8.4% | 0.72% | -10.9% |
| Q2 2022 | $1,533,000 | -7.8% | 11,956 | -1.5% | 0.81% | +12.7% |
| Q1 2022 | $1,662,000 | -23.6% | 12,133 | -21.4% | 0.72% | -23.7% |
| Q4 2021 | $2,176,000 | -28.1% | 15,445 | -35.0% | 0.94% | -33.5% |
| Q3 2021 | $3,026,000 | -10.3% | 23,768 | -9.3% | 1.42% | -28.1% |
| Q2 2021 | $3,373,000 | – | 26,203 | – | 1.97% | – |
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% |