SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,421 | -1.9% | 11,040 | +1.1% | 1.15% | -15.9% |
| Q2 2023 | $1,449 | +4.5% | 10,924 | +2.0% | 1.37% | +4.3% |
| Q1 2023 | $1,386 | +3.6% | 10,710 | +8.7% | 1.31% | +21.1% |
| Q4 2022 | $1,338 | -99.9% | 9,851 | +21.1% | 1.08% | +12.8% |
| Q3 2022 | $1,080,000 | -10.0% | 8,134 | -13.1% | 0.96% | +22.0% |
| Q2 2022 | $1,200,000 | +190.6% | 9,364 | +209.9% | 0.79% | +232.1% |
| Q1 2022 | $413,000 | -2.8% | 3,022 | 0.0% | 0.24% | +2.6% |
| Q4 2021 | $425,000 | – | 3,022 | – | 0.23% | – |
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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% |