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 | $1,556,789 | -5.5% | 12,093 | -2.6% | 1.16% | +7.1% |
| Q2 2023 | $1,647,165 | -10.4% | 12,410 | -12.6% | 1.08% | -18.5% |
| Q1 2023 | $1,839,273 | +2.4% | 14,207 | +7.5% | 1.33% | -12.5% |
| Q4 2022 | $1,795,552 | +13.0% | 13,217 | +0.7% | 1.52% | +15.6% |
| Q3 2022 | $1,589,000 | +23.1% | 13,122 | +30.4% | 1.31% | +33.9% |
| Q2 2022 | $1,291,000 | +20.4% | 10,065 | +28.6% | 0.98% | +45.8% |
| Q1 2022 | $1,072,000 | -10.5% | 7,829 | -7.9% | 0.67% | -1.8% |
| Q4 2021 | $1,198,000 | +120.6% | 8,500 | +99.1% | 0.68% | +116.5% |
| Q3 2021 | $543,000 | -6.9% | 4,269 | -7.7% | 0.32% | -5.4% |
| Q2 2021 | $583,000 | +5.0% | 4,627 | -2.6% | 0.33% | -5.4% |
| Q1 2021 | $555,000 | +17.3% | 4,750 | +13.9% | 0.35% | +0.6% |
| Q4 2020 | $473,000 | – | 4,169 | – | 0.35% | – |
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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% |