SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,861,838 | -4.4% | 14,462 | -1.5% | 0.22% | -2.2% |
| Q2 2023 | $1,948,078 | +2.5% | 14,677 | -0.1% | 0.23% | -3.4% |
| Q1 2023 | $1,901,121 | -14.4% | 14,685 | -10.2% | 0.24% | -19.7% |
| Q4 2022 | $2,221,827 | +10.8% | 16,355 | -1.3% | 0.30% | -3.0% |
| Q3 2022 | $2,006,000 | -1.1% | 16,567 | +4.8% | 0.30% | 0.0% |
| Q2 2022 | $2,028,000 | +12.5% | 15,813 | +20.2% | 0.30% | +22.1% |
| Q1 2022 | $1,802,000 | +16.9% | 13,156 | +20.2% | 0.25% | +16.4% |
| Q4 2021 | $1,542,000 | +25.3% | 10,947 | +13.2% | 0.21% | +10.9% |
| Q3 2021 | $1,231,000 | +8.7% | 9,670 | +7.6% | 0.19% | +4.9% |
| Q2 2021 | $1,132,000 | +14.6% | 8,990 | +6.3% | 0.18% | +12.9% |
| Q1 2021 | $988,000 | – | 8,460 | – | 0.16% | – |
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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% |