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 | $160,567 | -13.1% | 1,247 | -10.4% | 0.07% | -4.1% |
| Q2 2023 | $184,770 | +8.4% | 1,392 | +6.7% | 0.07% | -14.1% |
| Q1 2023 | $170,471 | -11.2% | 1,304 | -7.7% | 0.08% | -3.4% |
| Q4 2022 | $191,949 | +14.9% | 1,413 | +2.8% | 0.09% | +3.5% |
| Q3 2022 | $167,000 | -57.2% | 1,375 | -54.8% | 0.08% | -57.1% |
| Q2 2022 | $390,000 | +47.7% | 3,042 | +57.8% | 0.20% | +69.2% |
| Q1 2022 | $264,000 | -6.0% | 1,928 | -3.2% | 0.12% | +3.5% |
| Q4 2021 | $281,000 | +12.0% | 1,991 | +1.0% | 0.11% | -3.4% |
| Q3 2021 | $251,000 | +4.1% | 1,972 | +2.7% | 0.12% | +6.4% |
| Q2 2021 | $241,000 | +28.2% | 1,920 | +22.9% | 0.11% | +18.3% |
| Q1 2021 | $188,000 | +15.3% | 1,562 | +8.8% | 0.09% | +1.1% |
| Q4 2020 | $163,000 | +13.2% | 1,436 | +5.5% | 0.09% | +7.0% |
| Q3 2020 | $144,000 | – | 1,361 | – | 0.09% | – |
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% |