SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $923,843 | -7.1% | 7,176 | -4.2% | 0.23% | -3.3% |
Q2 2023 | $994,383 | -0.9% | 7,492 | -3.3% | 0.24% | -5.9% |
Q1 2023 | $1,003,521 | -2.0% | 7,751 | +2.9% | 0.25% | -7.0% |
Q4 2022 | $1,023,644 | +11.0% | 7,534 | -1.0% | 0.27% | +1.5% |
Q3 2022 | $922,000 | -11.7% | 7,607 | -6.6% | 0.27% | -7.6% |
Q2 2022 | $1,044,000 | -11.6% | 8,143 | -5.5% | 0.29% | 0.0% |
Q1 2022 | $1,181,000 | -2.5% | 8,619 | +0.3% | 0.29% | +4.3% |
Q4 2021 | $1,211,000 | +44.5% | 8,593 | +30.5% | 0.28% | +32.9% |
Q3 2021 | $838,000 | +27.7% | 6,583 | +26.4% | 0.21% | +24.3% |
Q2 2021 | $656,000 | +8.1% | 5,209 | +0.3% | 0.17% | +0.6% |
Q1 2021 | $607,000 | +2.9% | 5,191 | -0.1% | 0.17% | -6.1% |
Q4 2020 | $590,000 | +3.5% | 5,197 | -4.1% | 0.18% | -10.5% |
Q3 2020 | $570,000 | -5.9% | 5,417 | -10.6% | 0.20% | -25.4% |
Q2 2020 | $606,000 | -13.4% | 6,057 | -23.6% | 0.27% | -23.2% |
Q1 2020 | $700,000 | -31.2% | 7,933 | -20.6% | 0.35% | -14.0% |
Q4 2019 | $1,018,000 | – | 9,990 | – | 0.41% | – |
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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% |