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 | $8,477,863 | +11.6% | 65,853 | +14.0% | 0.41% | +18.1% |
| Q2 2023 | $7,599,277 | +21.1% | 57,758 | +19.2% | 0.35% | +8.4% |
| Q1 2023 | $6,273,278 | +65.2% | 48,457 | +73.3% | 0.32% | +40.6% |
| Q4 2022 | $3,798,382 | +93.1% | 27,960 | +72.1% | 0.23% | +100.9% |
| Q3 2022 | $1,967,000 | +40.0% | 16,243 | +48.3% | 0.11% | +44.3% |
| Q2 2022 | $1,405,000 | +5.9% | 10,955 | +13.1% | 0.08% | +36.2% |
| Q1 2022 | $1,327,000 | +10.5% | 9,690 | +13.7% | 0.06% | +20.8% |
| Q4 2021 | $1,201,000 | – | 8,525 | – | 0.05% | – |
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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% |