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 | $7,914,884 | -3.5% | 61,480 | -0.5% | 3.23% | +0.9% |
| Q2 2023 | $8,199,475 | +3.2% | 61,776 | +0.7% | 3.20% | +2.2% |
| Q1 2023 | $7,941,413 | +0.3% | 61,343 | +5.2% | 3.13% | -12.8% |
| Q4 2022 | $7,918,506 | +11.5% | 58,289 | -0.6% | 3.59% | +4.9% |
| Q3 2022 | $7,099,000 | -2.5% | 58,615 | +3.2% | 3.43% | -0.6% |
| Q2 2022 | $7,282,000 | -4.2% | 56,784 | -3.0% | 3.45% | +2.2% |
| Q1 2022 | $7,598,000 | -7.3% | 58,546 | +0.6% | 3.37% | +1.9% |
| Q4 2021 | $8,200,000 | +0.7% | 58,202 | -9.0% | 3.31% | +1.7% |
| Q3 2021 | $8,140,000 | – | 63,943 | – | 3.25% | – |
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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% |