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 | $1,276,112 | -2.9% | 9,912 | +0.1% | 0.70% | -12.7% |
| Q2 2023 | $1,314,429 | +2.6% | 9,903 | +0.1% | 0.80% | -5.6% |
| Q1 2023 | $1,280,839 | +226.8% | 9,894 | +242.9% | 0.85% | +173.1% |
| Q4 2022 | $391,936 | +12.6% | 2,885 | +0.3% | 0.31% | +5.8% |
| Q3 2022 | $348,000 | -5.4% | 2,876 | +0.3% | 0.30% | +1.0% |
| Q2 2022 | $368,000 | -5.9% | 2,867 | +0.3% | 0.29% | +16.3% |
| Q1 2022 | $391,000 | -18.9% | 2,858 | -16.5% | 0.25% | -16.9% |
| Q4 2021 | $482,000 | +10.8% | 3,423 | +0.3% | 0.30% | +5.2% |
| Q3 2021 | $435,000 | -1.6% | 3,414 | -2.7% | 0.29% | -3.4% |
| Q2 2021 | $442,000 | -1.6% | 3,508 | -8.8% | 0.30% | -12.1% |
| Q1 2021 | $449,000 | -1.1% | 3,846 | -4.0% | 0.34% | -7.9% |
| Q4 2020 | $454,000 | – | 4,005 | – | 0.37% | – |
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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% |