SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,190,845 | +2.2% | 9,250 | +5.4% | 1.02% | +6.6% |
| Q2 2023 | $1,164,971 | +3.6% | 8,777 | +1.0% | 0.95% | -6.5% |
| Q1 2023 | $1,124,490 | -5.6% | 8,686 | -1.0% | 1.02% | -9.8% |
| Q4 2022 | $1,191,812 | +12.6% | 8,773 | +0.4% | 1.13% | -1.0% |
| Q3 2022 | $1,058,000 | -5.5% | 8,734 | +0.1% | 1.14% | -1.5% |
| Q2 2022 | $1,119,000 | -8.8% | 8,729 | -2.5% | 1.16% | +15.6% |
| Q1 2022 | $1,227,000 | +6.5% | 8,957 | +9.5% | 1.00% | +35.0% |
| Q4 2021 | $1,152,000 | +12.3% | 8,180 | +1.5% | 0.74% | -3.1% |
| Q3 2021 | $1,026,000 | +7.7% | 8,057 | +6.5% | 0.77% | +6.5% |
| Q2 2021 | $953,000 | +16.8% | 7,568 | +8.3% | 0.72% | +1.6% |
| Q1 2021 | $816,000 | – | 6,988 | – | 0.71% | – |
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% |