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 | $290,615 | -2.9% | 2,257 | +0.0% | 0.10% | -1.0% |
| Q2 2023 | $299,394 | -8.6% | 2,256 | -10.8% | 0.10% | -21.7% |
| Q1 2023 | $327,396 | -10.0% | 2,529 | -5.5% | 0.13% | -7.9% |
| Q4 2022 | $363,580 | +23.7% | 2,676 | +10.2% | 0.14% | -2.8% |
| Q3 2022 | $294,010 | -14.0% | 2,428 | -8.9% | 0.14% | -7.7% |
| Q2 2022 | $341,754 | -6.7% | 2,665 | -0.3% | 0.16% | +2.6% |
| Q1 2022 | $366,214 | -3.1% | 2,673 | -0.3% | 0.15% | -1.9% |
| Q4 2021 | $377,867 | +33.7% | 2,682 | +20.9% | 0.16% | +19.2% |
| Q3 2021 | $282,533 | +2.8% | 2,219 | +1.6% | 0.13% | 0.0% |
| Q2 2021 | $274,947 | +8.0% | 2,183 | +0.1% | 0.13% | -10.3% |
| Q1 2021 | $254,659 | +3.0% | 2,181 | +0.0% | 0.14% | -13.2% |
| Q4 2020 | $247,300 | – | 2,180 | – | 0.17% | – |
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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% |