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 | $406,948 | -3.0% | 3,161 | 0.0% | 0.09% | +2.4% |
| Q2 2023 | $419,560 | -5.1% | 3,161 | -7.5% | 0.08% | -10.6% |
| Q1 2023 | $442,236 | -2.7% | 3,416 | +2.1% | 0.09% | -8.7% |
| Q4 2022 | $454,555 | +22.2% | 3,346 | +8.9% | 0.10% | +10.8% |
| Q3 2022 | $372,000 | -2.9% | 3,073 | +2.8% | 0.09% | 0.0% |
| Q2 2022 | $383,000 | -6.6% | 2,990 | 0.0% | 0.09% | +8.1% |
| Q1 2022 | $410,000 | -2.6% | 2,990 | 0.0% | 0.09% | 0.0% |
| Q4 2021 | $421,000 | +10.5% | 2,990 | 0.0% | 0.09% | +2.4% |
| Q3 2021 | $381,000 | -1.0% | 2,990 | -2.1% | 0.08% | +1.2% |
| Q2 2021 | $385,000 | +193.9% | 3,055 | +171.6% | 0.08% | +159.4% |
| Q1 2021 | $131,000 | -3.0% | 1,125 | -5.5% | 0.03% | -8.6% |
| Q4 2020 | $135,000 | +57.0% | 1,190 | +46.7% | 0.04% | +34.6% |
| Q3 2020 | $86,000 | +2.4% | 811 | -3.6% | 0.03% | -7.1% |
| Q2 2020 | $84,000 | +15.1% | 841 | +1.8% | 0.03% | +3.7% |
| Q1 2020 | $73,000 | -13.1% | 826 | 0.0% | 0.03% | +3.8% |
| Q4 2019 | $84,000 | -5.6% | 826 | -16.4% | 0.03% | -13.3% |
| Q3 2019 | $89,000 | -1.1% | 988 | +2.1% | 0.03% | -6.2% |
| Q2 2019 | $90,000 | +109.3% | 968 | +106.0% | 0.03% | +100.0% |
| Q1 2019 | $43,000 | +4.9% | 470 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $41,000 | – | 470 | – | 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% |