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 | $975,793 | -12.6% | 7,580 | -9.9% | 0.33% | -10.1% |
| Q2 2023 | $1,116,162 | -6.5% | 8,409 | -8.8% | 0.37% | -8.5% |
| Q1 2023 | $1,193,616 | -4.8% | 9,220 | -0.1% | 0.40% | -15.1% |
| Q4 2022 | $1,253,716 | +11.0% | 9,229 | -1.0% | 0.47% | +5.4% |
| Q3 2022 | $1,129,000 | -15.4% | 9,322 | -10.4% | 0.45% | -14.5% |
| Q2 2022 | $1,334,000 | -9.7% | 10,406 | -3.5% | 0.52% | +20.2% |
| Q1 2022 | $1,477,000 | -6.5% | 10,784 | -3.8% | 0.44% | +2.1% |
| Q4 2021 | $1,579,000 | +9.5% | 11,208 | -1.1% | 0.43% | +13.9% |
| Q3 2021 | $1,442,000 | -0.2% | 11,331 | -1.3% | 0.37% | +0.5% |
| Q2 2021 | $1,445,000 | +6.1% | 11,476 | -1.6% | 0.37% | +2.5% |
| Q1 2021 | $1,362,000 | +0.4% | 11,665 | -2.5% | 0.36% | -1.1% |
| Q4 2020 | $1,357,000 | – | 11,966 | – | 0.37% | – |
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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% |