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 | $760,411 | +7.3% | 5,907 | +10.7% | 0.30% | +14.4% |
| Q2 2023 | $708,455 | +39.0% | 5,338 | +35.6% | 0.26% | +26.3% |
| Q1 2023 | $509,730 | +20.9% | 3,937 | +26.8% | 0.21% | +13.6% |
| Q4 2022 | $421,625 | -29.5% | 3,104 | -37.2% | 0.18% | -32.4% |
| Q3 2022 | $598,000 | +7.2% | 4,940 | +13.4% | 0.27% | +11.9% |
| Q2 2022 | $558,000 | -15.2% | 4,355 | -9.3% | 0.24% | +1.7% |
| Q1 2022 | $658,000 | – | 4,801 | – | 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% |