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 | $854,139 | +5.6% | 6,635 | +8.8% | 0.02% | +6.7% |
| Q2 2023 | $809,185 | -11.2% | 6,096 | -13.4% | 0.02% | -25.0% |
| Q1 2023 | $911,006 | -18.1% | 7,037 | -14.1% | 0.02% | -28.6% |
| Q4 2022 | $1,112,820 | +79.2% | 8,191 | +59.7% | 0.03% | +55.6% |
| Q3 2022 | $621,000 | +124.2% | 5,129 | +137.8% | 0.02% | +125.0% |
| Q2 2022 | $277,000 | -6.1% | 2,157 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $295,000 | -43.3% | 2,152 | -41.7% | 0.01% | -38.5% |
| Q4 2021 | $520,000 | +91.9% | 3,690 | +73.2% | 0.01% | +62.5% |
| Q3 2021 | $271,000 | -25.3% | 2,131 | -24.7% | 0.01% | -33.3% |
| Q2 2021 | $363,000 | -84.4% | 2,831 | -85.8% | 0.01% | -86.7% |
| Q1 2021 | $2,325,000 | -36.6% | 19,915 | -38.4% | 0.09% | -44.8% |
| Q4 2020 | $3,668,000 | +229.9% | 32,331 | +205.0% | 0.16% | +150.8% |
| Q3 2020 | $1,112,000 | -15.9% | 10,600 | -18.8% | 0.06% | -27.8% |
| Q2 2020 | $1,322,000 | +272.4% | 13,060 | +260.4% | 0.09% | +210.3% |
| Q1 2020 | $355,000 | -42.3% | 3,624 | -39.9% | 0.03% | -42.0% |
| Q4 2019 | $615,000 | -47.3% | 6,034 | -51.1% | 0.05% | -47.9% |
| Q3 2019 | $1,166,000 | -29.2% | 12,349 | -31.7% | 0.10% | -38.9% |
| Q2 2019 | $1,647,000 | +219.2% | 18,085 | +221.3% | 0.16% | +292.5% |
| Q1 2019 | $516,000 | +9.1% | 5,629 | +7.5% | 0.04% | -35.5% |
| Q4 2018 | $473,000 | – | 5,235 | – | 0.06% | – |
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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% |