SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $961,905 | +6743.9% | 7,242,699 | +6739.9% | 9.44% | -27.9% |
| Q2 2023 | $14,055 | +0.3% | 105,889 | -2.2% | 13.08% | +33.6% |
| Q1 2023 | $14,015 | -7.0% | 108,258 | -2.4% | 9.79% | -0.4% |
| Q4 2022 | $15,068 | -99.9% | 110,919 | -9.5% | 9.83% | -17.6% |
| Q3 2022 | $14,843,000 | -5.1% | 122,560 | +0.5% | 11.93% | -1.6% |
| Q2 2022 | $15,634,000 | +0.9% | 121,909 | +7.8% | 12.13% | -3.4% |
| Q1 2022 | $15,489,000 | +48.4% | 113,069 | +52.6% | 12.55% | +21.7% |
| Q4 2021 | $10,440,000 | – | 74,101 | – | 10.31% | – |
Download | ||||||
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% |