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 | $599,160 | -9.2% | 4,654 | -6.4% | 0.18% | -4.7% |
| Q2 2023 | $659,858 | +0.8% | 4,971 | -1.7% | 0.19% | -5.4% |
| Q1 2023 | $654,745 | -4.5% | 5,058 | +0.2% | 0.20% | -9.8% |
| Q4 2022 | $685,527 | +1.9% | 5,046 | -9.3% | 0.22% | -5.1% |
| Q3 2022 | $673,000 | +4.5% | 5,563 | +10.8% | 0.24% | +12.9% |
| Q2 2022 | $644,000 | -10.9% | 5,022 | -4.8% | 0.21% | +1.4% |
| Q1 2022 | $723,000 | -2.6% | 5,277 | +0.2% | 0.21% | +2.5% |
| Q4 2021 | $742,000 | +10.9% | 5,267 | +0.2% | 0.20% | +5.2% |
| Q3 2021 | $669,000 | -3.5% | 5,256 | +0.2% | 0.19% | -1.0% |
| Q2 2021 | $693,000 | +6.8% | 5,245 | -5.7% | 0.19% | -8.9% |
| Q1 2021 | $649,000 | +31.1% | 5,562 | +27.4% | 0.21% | +29.1% |
| Q4 2020 | $495,000 | +16.5% | 4,367 | +8.4% | 0.16% | -8.8% |
| Q3 2020 | $425,000 | +70.0% | 4,028 | +63.9% | 0.18% | +58.8% |
| Q4 2019 | $250,000 | – | 2,458 | – | 0.11% | – |
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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% |