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 | $33,987 | -3.0% | 264 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $35,041 | +2.5% | 264 | 0.0% | 0.02% | +5.3% |
Q1 2023 | $34,177 | -4.7% | 264 | 0.0% | 0.02% | -9.5% |
Q4 2022 | $35,864 | +12.1% | 264 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $32,000 | -5.9% | 264 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $34,000 | -92.9% | 264 | -92.5% | 0.02% | -92.5% |
Q1 2022 | $480,000 | -2.4% | 3,506 | +0.3% | 0.28% | -0.4% |
Q4 2021 | $492,000 | +11.1% | 3,495 | +0.3% | 0.28% | +2.2% |
Q3 2021 | $443,000 | +1.4% | 3,483 | +0.3% | 0.27% | +1.9% |
Q2 2021 | $437,000 | +8.2% | 3,472 | +0.3% | 0.27% | +1.9% |
Q1 2021 | $404,000 | +3.3% | 3,460 | +0.3% | 0.26% | -11.1% |
Q4 2020 | $391,000 | +8.0% | 3,449 | +0.4% | 0.30% | -4.5% |
Q3 2020 | $362,000 | +5.8% | 3,436 | +0.4% | 0.31% | -6.0% |
Q2 2020 | $342,000 | +1387.0% | 3,423 | +1196.6% | 0.33% | +1082.1% |
Q1 2020 | $23,000 | -14.8% | 264 | 0.0% | 0.03% | 0.0% |
Q4 2019 | $27,000 | – | 264 | – | 0.03% | – |
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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% |