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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $338,810 | +12.2% | 2,494 | 0.0% | 0.04% | -11.8% |
| Q3 2022 | $302,000 | -5.6% | 2,494 | 0.0% | 0.05% | -22.7% |
| Q2 2022 | $320,000 | +11.9% | 2,494 | +19.6% | 0.07% | +32.0% |
| Q1 2022 | $286,000 | -6.2% | 2,085 | -3.6% | 0.05% | 0.0% |
| Q4 2021 | $305,000 | +15.1% | 2,162 | +3.7% | 0.05% | -3.8% |
| Q3 2021 | $265,000 | +0.8% | 2,085 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $263,000 | -17.0% | 2,085 | -23.4% | 0.05% | -21.2% |
| Q1 2021 | $317,000 | +33.8% | 2,722 | +30.6% | 0.07% | +15.8% |
| Q4 2020 | $237,000 | +6.8% | 2,085 | -1.0% | 0.06% | -16.2% |
| Q3 2020 | $222,000 | +6.2% | 2,107 | +1.1% | 0.07% | -2.9% |
| Q2 2020 | $209,000 | +1.5% | 2,085 | -10.3% | 0.07% | -17.6% |
| Q1 2020 | $206,000 | -13.1% | 2,325 | 0.0% | 0.08% | -7.6% |
| Q4 2019 | $237,000 | +13.9% | 2,325 | 0.0% | 0.09% | -5.2% |
| Q3 2019 | $208,000 | – | 2,325 | – | 0.10% | – |
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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% |