SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,571 | -3.0% | 253 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $33,581 | +2.5% | 253 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $32,753 | -35.5% | 253 | -32.4% | 0.01% | -37.5% |
| Q4 2022 | $50,808 | +12.9% | 374 | 0.0% | 0.02% | +14.3% |
| Q3 2022 | $45,000 | -6.2% | 374 | 0.0% | 0.01% | -17.6% |
| Q2 2022 | $48,000 | -5.9% | 374 | 0.0% | 0.02% | +13.3% |
| Q1 2022 | $51,000 | -10.5% | 374 | -7.7% | 0.02% | -6.2% |
| Q4 2021 | $57,000 | +18.8% | 405 | +8.3% | 0.02% | +6.7% |
| Q3 2021 | $48,000 | -37.7% | 374 | -38.9% | 0.02% | -37.5% |
| Q2 2021 | $77,000 | +8.5% | 612 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $71,000 | +2.9% | 612 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $69,000 | +6.2% | 612 | 0.0% | 0.03% | -7.1% |
| Q3 2020 | $65,000 | +6.6% | 612 | 0.0% | 0.03% | -9.7% |
| Q2 2020 | $61,000 | +38.6% | 612 | +22.4% | 0.03% | +3.3% |
| Q1 2020 | $44,000 | +63.0% | 500 | +90.8% | 0.03% | +100.0% |
| Q4 2019 | $27,000 | +12.5% | 262 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $24,000 | – | 262 | – | 0.02% | – |
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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% |