SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,750,033 | +34.1% | 21,361 | +38.2% | 1.83% | +37.4% |
| Q2 2023 | $2,050,985 | +0.9% | 15,452 | -1.6% | 1.33% | +5.2% |
| Q1 2023 | $2,033,010 | +0.9% | 15,704 | +5.9% | 1.27% | -4.5% |
| Q4 2022 | $2,014,466 | +14.3% | 14,829 | +1.9% | 1.33% | -5.1% |
| Q3 2022 | $1,763,000 | -4.2% | 14,553 | +1.4% | 1.40% | -11.7% |
| Q2 2022 | $1,841,000 | – | 14,353 | – | 1.58% | – |
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% |