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 | $808 | -1.2% | 6,267 | +1.7% | 0.04% | +5.3% |
| Q2 2023 | $818 | +5.3% | 6,164 | +2.8% | 0.04% | 0.0% |
| Q1 2023 | $777 | +2.0% | 5,998 | +7.0% | 0.04% | -5.0% |
| Q4 2022 | $762 | -99.9% | 5,608 | -0.1% | 0.04% | +2.6% |
| Q3 2022 | $680,000 | -5.6% | 5,615 | 0.0% | 0.04% | +5.4% |
| Q2 2022 | $720,000 | +27.2% | 5,615 | +36.0% | 0.04% | +54.2% |
| Q1 2022 | $566,000 | -2.7% | 4,130 | 0.0% | 0.02% | +4.3% |
| Q4 2021 | $582,000 | +708.3% | 4,130 | +624.6% | 0.02% | +666.7% |
| Q2 2021 | $72,000 | +7.5% | 570 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $67,000 | -39.1% | 570 | -41.2% | 0.00% | -50.0% |
| Q4 2020 | $110,000 | +83.3% | 970 | +70.2% | 0.01% | +50.0% |
| Q3 2020 | $60,000 | – | 570 | – | 0.00% | – |
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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% |