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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $256,377 | +19.1% | 1,880 | +12.4% | 0.15% | +9.5% |
| Q3 2023 | $215,259 | -2.9% | 1,672 | +0.2% | 0.14% | -2.1% |
| Q2 2023 | $221,581 | +2.7% | 1,669 | +0.1% | 0.14% | -3.4% |
| Q1 2023 | $215,782 | -2.8% | 1,667 | +2.1% | 0.14% | -7.6% |
| Q4 2022 | $221,888 | -14.7% | 1,633 | -11.4% | 0.16% | +20.8% |
| Q4 2021 | $260,000 | +16.1% | 1,843 | +4.6% | 0.13% | +3.2% |
| Q3 2021 | $224,000 | -8.2% | 1,762 | -8.9% | 0.13% | -10.0% |
| Q2 2021 | $244,000 | -9.3% | 1,935 | -16.0% | 0.14% | -16.2% |
| Q1 2021 | $269,000 | +0.4% | 2,303 | -2.4% | 0.17% | -4.0% |
| Q4 2020 | $268,000 | +10.7% | 2,360 | +2.9% | 0.17% | -1.7% |
| Q3 2020 | $242,000 | -5.5% | 2,294 | -10.4% | 0.18% | -24.0% |
| Q2 2020 | $256,000 | +20.2% | 2,560 | +6.3% | 0.23% | -3.7% |
| Q1 2020 | $213,000 | – | 2,409 | – | 0.24% | – |
Download | ||||||
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% |