SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,923 | +85171.5% | 2,252 | -12.2% | 0.04% | -12.8% |
| Q2 2023 | $340 | -6.6% | 2,565 | -8.8% | 0.05% | -13.0% |
| Q1 2023 | $364 | -1.6% | 2,812 | +3.2% | 0.05% | -5.3% |
| Q4 2022 | $370 | -99.9% | 2,724 | -6.4% | 0.06% | -3.4% |
| Q3 2022 | $352,000 | -5.9% | 2,910 | -0.3% | 0.06% | 0.0% |
| Q2 2022 | $374,000 | -9.2% | 2,920 | -3.0% | 0.06% | +3.5% |
| Q1 2022 | $412,000 | -12.7% | 3,009 | -10.2% | 0.06% | -10.9% |
| Q4 2021 | $472,000 | +16.3% | 3,351 | +5.1% | 0.06% | +4.9% |
| Q3 2021 | $406,000 | +71.3% | 3,187 | +34.4% | 0.06% | +32.6% |
| Q2 2020 | $237,000 | +15.0% | 2,371 | -6.0% | 0.05% | -14.8% |
| Q3 2017 | $206,000 | – | 2,522 | – | 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% |