SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,482 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $621,316 | -5.5% | 4,826 | -2.5% | 0.37% | -5.1% |
Q2 2023 | $657,256 | -7.4% | 4,952 | -9.6% | 0.39% | -12.5% |
Q1 2023 | $709,433 | -54.2% | 5,480 | -51.9% | 0.45% | -56.0% |
Q4 2022 | $1,547,849 | +12.1% | 11,394 | -0.1% | 1.02% | +4.0% |
Q3 2022 | $1,381,000 | -8.3% | 11,402 | -2.9% | 0.98% | -1.0% |
Q2 2022 | $1,506,000 | +2.4% | 11,745 | +12.6% | 0.99% | +22.7% |
Q4 2021 | $1,470,000 | -2.8% | 10,432 | -5.5% | 0.80% | -7.7% |
Q1 2021 | $1,512,000 | – | 11,040 | – | 0.87% | – |
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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% |