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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,556 | +8.8% | 4,168 | +12.2% | 0.23% | +11.9% |
| Q2 2023 | $493,041 | +7.5% | 3,715 | +4.9% | 0.20% | +5.2% |
| Q1 2023 | $458,478 | -6.9% | 3,541 | -2.3% | 0.19% | -10.7% |
| Q4 2022 | $492,555 | +19.8% | 3,626 | +6.9% | 0.22% | +10.3% |
| Q3 2022 | $411,000 | +0.7% | 3,393 | +6.5% | 0.20% | +2.6% |
| Q2 2022 | $408,000 | -11.3% | 3,185 | -2.4% | 0.19% | -7.8% |
| Q1 2022 | $460,000 | 0.0% | 3,263 | 0.0% | 0.21% | 0.0% |
| Q4 2021 | $460,000 | +17.6% | 3,263 | +6.3% | 0.21% | -6.4% |
| Q3 2021 | $391,000 | +39.1% | 3,071 | +33.3% | 0.22% | +20.2% |
| Q1 2021 | $281,000 | – | 2,303 | – | 0.18% | – |
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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% |