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 | $5,715,700 | +148.7% | 44,397 | +156.5% | 0.36% | +164.0% |
| Q2 2023 | $2,297,791 | -51.7% | 17,312 | -52.9% | 0.14% | -57.9% |
| Q1 2023 | $4,753,772 | +8.3% | 36,720 | +13.6% | 0.32% | +0.3% |
| Q4 2022 | $4,389,919 | +8.4% | 32,314 | -3.4% | 0.32% | +7.0% |
| Q3 2022 | $4,051,000 | +134.6% | 33,445 | +148.3% | 0.30% | +142.7% |
| Q2 2022 | $1,727,000 | +15.4% | 13,467 | +23.3% | 0.12% | +45.9% |
| Q1 2022 | $1,496,000 | -22.5% | 10,921 | -20.3% | 0.08% | -22.0% |
| Q4 2021 | $1,931,000 | +31.7% | 13,704 | +19.0% | 0.11% | +12.4% |
| Q3 2021 | $1,466,000 | +5.3% | 11,516 | +4.2% | 0.10% | 0.0% |
| Q2 2021 | $1,392,000 | +6.1% | 11,052 | -1.7% | 0.10% | -5.8% |
| Q1 2021 | $1,312,000 | +8.0% | 11,240 | +4.9% | 0.10% | -6.4% |
| Q4 2020 | $1,215,000 | +10.5% | 10,713 | +2.8% | 0.11% | -6.8% |
| Q3 2020 | $1,100,000 | +11.2% | 10,424 | +5.4% | 0.12% | -5.6% |
| Q2 2020 | $989,000 | +1.5% | 9,888 | -10.1% | 0.12% | -18.8% |
| Q1 2020 | $974,000 | -16.5% | 10,997 | -3.9% | 0.15% | -4.3% |
| Q4 2019 | $1,166,000 | – | 11,445 | – | 0.16% | – |
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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% |