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 | $453,511 | -24.9% | 3,523 | -22.6% | 0.11% | -19.3% |
| Q2 2023 | $604,277 | +29.8% | 4,553 | +26.6% | 0.14% | +19.7% |
| Q1 2023 | $465,430 | -37.0% | 3,595 | -33.9% | 0.12% | -46.1% |
| Q4 2022 | $739,315 | +17.4% | 5,442 | +4.6% | 0.22% | +1.4% |
| Q3 2022 | $630,000 | -33.9% | 5,202 | -30.0% | 0.21% | -27.9% |
| Q2 2022 | $953,000 | +29.8% | 7,434 | +38.7% | 0.30% | +59.7% |
| Q1 2022 | $734,000 | -20.1% | 5,359 | -17.8% | 0.19% | -15.5% |
| Q4 2021 | $919,000 | -19.3% | 6,521 | -27.1% | 0.22% | -35.1% |
| Q3 2021 | $1,139,000 | -29.6% | 8,946 | -30.4% | 0.34% | -15.7% |
| Q2 2021 | $1,618,000 | -0.1% | 12,846 | -2.5% | 0.40% | -1.2% |
| Q1 2021 | $1,619,000 | – | 13,176 | – | 0.41% | – |
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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% |