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 | $367,939 | +0.5% | 2,858 | +3.6% | 0.01% | +20.0% |
| Q2 2023 | $366,069 | -63.2% | 2,758 | -64.1% | 0.01% | -68.8% |
| Q1 2023 | $995,547 | +24.8% | 7,690 | +30.9% | 0.02% | +23.1% |
| Q4 2022 | $797,847 | +18.7% | 5,873 | +5.8% | 0.01% | +8.3% |
| Q3 2022 | $672,000 | -5.6% | 5,552 | -0.0% | 0.01% | 0.0% |
| Q2 2022 | $712,000 | -6.9% | 5,553 | -0.6% | 0.01% | +9.1% |
| Q1 2022 | $765,000 | -36.0% | 5,585 | -34.2% | 0.01% | -26.7% |
| Q4 2021 | $1,195,000 | +8.7% | 8,485 | -1.8% | 0.02% | 0.0% |
| Q3 2021 | $1,099,000 | +57.7% | 8,637 | +56.0% | 0.02% | +50.0% |
| Q2 2021 | $697,000 | +86.4% | 5,537 | +72.7% | 0.01% | +66.7% |
| Q1 2021 | $374,000 | +7.8% | 3,207 | +5.0% | 0.01% | 0.0% |
| Q4 2020 | $347,000 | -44.3% | 3,055 | -48.3% | 0.01% | -50.0% |
| Q3 2020 | $623,000 | -13.5% | 5,910 | -17.9% | 0.01% | -20.0% |
| Q2 2020 | $720,000 | +2.6% | 7,195 | -9.2% | 0.02% | -16.7% |
| Q1 2020 | $702,000 | -4.9% | 7,922 | +9.3% | 0.02% | +28.6% |
| Q4 2019 | $738,000 | +5.9% | 7,245 | -6.3% | 0.01% | 0.0% |
| Q3 2019 | $697,000 | – | 7,735 | – | 0.01% | – |
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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% |