SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,589 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $417,069 | -2.2% | 3,240 | +0.8% | 0.10% | +4.0% |
| Q2 2023 | $426,569 | +1.0% | 3,214 | -1.5% | 0.10% | -3.8% |
| Q1 2023 | $422,304 | -6.6% | 3,262 | -2.0% | 0.10% | -14.8% |
| Q4 2022 | $451,911 | +12.7% | 3,327 | +0.4% | 0.12% | +0.8% |
| Q3 2022 | $401,000 | +9.9% | 3,315 | +16.2% | 0.12% | +12.0% |
| Q2 2022 | $365,000 | +9.0% | 2,852 | +16.5% | 0.11% | +31.7% |
| Q1 2022 | $335,000 | +207.3% | 2,448 | +215.1% | 0.08% | +215.4% |
| Q4 2021 | $109,000 | +11.2% | 777 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $98,000 | +1.0% | 777 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $97,000 | +7.8% | 777 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $90,000 | 0.0% | 777 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $90,000 | – | 777 | – | 0.02% | – |
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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% |