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 | $339,230 | +2.0% | 2,635 | +5.2% | 0.04% | +2.5% |
| Q2 2023 | $332,489 | +2.5% | 2,505 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $324,297 | -5.2% | 2,505 | -0.5% | 0.04% | -10.9% |
| Q4 2022 | $341,934 | +12.8% | 2,517 | +0.5% | 0.05% | +4.5% |
| Q3 2022 | $303,000 | +74.1% | 2,505 | +194.7% | 0.04% | +91.3% |
| Q4 2021 | $174,000 | +13.7% | 850 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $153,000 | +36.6% | 850 | +36.0% | 0.02% | +31.2% |
| Q2 2021 | $112,000 | -49.8% | 625 | -52.9% | 0.02% | -50.0% |
| Q1 2021 | $223,000 | +29.7% | 1,328 | +24.5% | 0.03% | +18.5% |
| Q4 2020 | $172,000 | – | 1,067 | – | 0.03% | – |
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% |