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 | $8,387,939 | +4.0% | 65,154 | +7.2% | 2.15% | +3.7% |
| Q2 2023 | $8,064,686 | +0.4% | 60,760 | -2.1% | 2.08% | -4.3% |
| Q1 2023 | $8,032,742 | -14.2% | 62,048 | -9.9% | 2.17% | -25.1% |
| Q4 2022 | $9,360,072 | +22.7% | 68,900 | +9.4% | 2.89% | -33.9% |
| Q3 2022 | $7,626,000 | -17.5% | 62,966 | -12.7% | 4.38% | +13.9% |
| Q2 2022 | $9,249,000 | +22.1% | 72,121 | +30.4% | 3.84% | +50.4% |
| Q1 2022 | $7,578,000 | – | 55,318 | – | 2.55% | – |
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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% |