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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $33,050 | -63.6% | 249 | -64.5% | 0.02% | -52.6% |
| Q1 2023 | $90,895 | -4.5% | 702 | +0.3% | 0.04% | -19.1% |
| Q4 2022 | $95,146 | +11.9% | 700 | +0.1% | 0.05% | +20.5% |
| Q3 2022 | $85,000 | -4.5% | 699 | +0.3% | 0.04% | -2.5% |
| Q2 2022 | $89,000 | -53.2% | 697 | -49.8% | 0.04% | +2.6% |
| Q1 2022 | $190,000 | +201.6% | 1,388 | +211.9% | 0.04% | +39.3% |
| Q4 2021 | $63,000 | -6.0% | 445 | -16.0% | 0.03% | -15.2% |
| Q3 2021 | $67,000 | 0.0% | 530 | +0.4% | 0.03% | -2.9% |
| Q2 2021 | $67,000 | +9.8% | 528 | +0.2% | 0.03% | -5.6% |
| Q1 2021 | $61,000 | +1.7% | 527 | +0.4% | 0.04% | -10.0% |
| Q4 2020 | $60,000 | +9.1% | 525 | +0.4% | 0.04% | -2.4% |
| Q3 2020 | $55,000 | +27.9% | 523 | +20.5% | 0.04% | +24.2% |
| Q2 2020 | $43,000 | +13.2% | 434 | +0.2% | 0.03% | -8.3% |
| Q1 2020 | $38,000 | -13.6% | 433 | +1.2% | 0.04% | -2.7% |
| Q4 2019 | $44,000 | – | 428 | – | 0.04% | – |
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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% |