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 | $320,305 | -3.0% | 2,488 | +0.0% | 0.30% | -0.3% |
| Q2 2023 | $330,100 | -7.4% | 2,487 | -9.7% | 0.30% | -11.8% |
| Q1 2023 | $356,533 | -9.9% | 2,754 | -5.5% | 0.34% | -11.5% |
| Q4 2022 | $395,867 | +10.0% | 2,914 | -1.9% | 0.38% | +1.1% |
| Q3 2022 | $360,000 | -8.6% | 2,969 | -3.3% | 0.38% | +1.9% |
| Q2 2022 | $394,000 | -11.1% | 3,069 | -5.2% | 0.37% | +18.1% |
| Q1 2022 | $443,000 | -2.4% | 3,236 | +0.4% | 0.32% | +4.3% |
| Q4 2021 | $454,000 | +19.5% | 3,224 | +7.9% | 0.30% | -10.7% |
| Q3 2021 | $380,000 | +11.4% | 2,988 | +10.5% | 0.34% | +14.2% |
| Q2 2021 | $341,000 | – | 2,704 | – | 0.30% | – |
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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% |