SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,502 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $532,279 | -17.6% | 3,652 | -16.5% | 0.06% | -21.8% |
| Q1 2024 | $645,875 | -86.4% | 4,372 | -87.5% | 0.08% | -87.6% |
| Q4 2023 | $4,758,434 | +477.5% | 34,891 | +475.3% | 0.63% | +382.3% |
| Q4 2022 | $823,930 | +72.4% | 6,065 | +62.6% | 0.13% | +60.5% |
| Q2 2022 | $478,000 | +1.5% | 3,729 | -10.2% | 0.08% | -12.9% |
| Q4 2020 | $471,000 | -80.9% | 4,154 | -82.8% | 0.09% | -84.6% |
| Q4 2019 | $2,462,000 | +399.4% | 24,171 | +323.9% | 0.60% | +267.1% |
| Q4 2018 | $493,000 | – | 5,702 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABANA LLC | 21,607 | $3,149,220 | 14.42% |
| Rockport Wealth LLC | 216,261 | $31,520,085 | 13.31% |
| Provident Co of the Employees of the Hebrew University LTD | 69,216 | $10,085,549 | 12.01% |
| WestEnd Advisors, LLC | 2,851,570 | $415,616,354 | 10.74% |
| IMZ Advisory Inc | 146,929 | $21,414,877 | 10.69% |
| Biltmore Wealth Management, LLC | 166,382 | $24,250,219 | 10.51% |
| Conservest Capital Advisors, Inc. | 521,735 | $77,075,923 | 8.31% |
| Harel Insurance Investments & Financial Services Ltd. | 2,823,615 | $411,542 | 7.75% |
| TIFF ADVISORY SERVICES, LLC | 149,621 | $21,807,261 | 7.52% |
| EAGLE WEALTH STRATEGIES LLC | 60,444 | $8,809,685 | 7.12% |