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 | $3,728,439 | -3.4% | 28,961 | -0.5% | 1.08% | +1.4% |
| Q2 2023 | $3,861,514 | -1.2% | 29,093 | -3.6% | 1.06% | -3.5% |
| Q1 2023 | $3,908,786 | -4.5% | 30,193 | +0.2% | 1.10% | -9.4% |
| Q4 2022 | $4,093,161 | +11.0% | 30,130 | -1.0% | 1.22% | +3.1% |
| Q3 2022 | $3,686,000 | -5.4% | 30,434 | +0.1% | 1.18% | +2.3% |
| Q2 2022 | $3,898,000 | -6.9% | 30,398 | -0.6% | 1.15% | +2.9% |
| Q1 2022 | $4,188,000 | -6.7% | 30,570 | -4.0% | 1.12% | -4.4% |
| Q4 2021 | $4,487,000 | +9.9% | 31,844 | -0.7% | 1.17% | +2.6% |
| Q3 2021 | $4,084,000 | +5.0% | 32,083 | +3.9% | 1.14% | +5.6% |
| Q2 2021 | $3,890,000 | +11.3% | 30,887 | +3.2% | 1.08% | +7.0% |
| Q1 2021 | $3,495,000 | – | 29,938 | – | 1.01% | – |
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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% |