SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,482 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,096,966 | -8.2% | 8,521 | -5.4% | 0.90% | -4.6% |
Q2 2023 | $1,195,195 | -0.9% | 9,005 | -3.4% | 0.95% | -18.0% |
Q1 2023 | $1,206,519 | -6.7% | 9,320 | -2.1% | 1.16% | -12.4% |
Q4 2022 | $1,293,237 | -8.0% | 9,520 | -18.0% | 1.32% | +0.5% |
Q3 2022 | $1,406,000 | +39.5% | 11,606 | +47.7% | 1.31% | +0.6% |
Q2 2022 | $1,008,000 | -60.3% | 7,860 | -57.6% | 1.30% | -23.5% |
Q1 2022 | $2,538,000 | -12.5% | 18,528 | -10.0% | 1.70% | -12.1% |
Q4 2021 | $2,900,000 | +16.9% | 20,586 | +5.7% | 1.94% | +0.8% |
Q3 2021 | $2,480,000 | +2.4% | 19,478 | +1.3% | 1.92% | +1.6% |
Q2 2021 | $2,422,000 | +12.7% | 19,228 | +4.4% | 1.89% | +3.6% |
Q1 2021 | $2,149,000 | -38.2% | 18,412 | -40.0% | 1.82% | -35.4% |
Q4 2020 | $3,480,000 | +8.1% | 30,681 | +0.6% | 2.82% | -0.9% |
Q3 2020 | $3,218,000 | -0.1% | 30,511 | -5.2% | 2.85% | -11.0% |
Q2 2020 | $3,221,000 | +51.1% | 32,190 | +33.8% | 3.20% | +23.4% |
Q1 2020 | $2,131,000 | – | 24,057 | – | 2.60% | – |
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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% |