SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,589 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,513,524 | -4.4% | 11,625 | -2.6% | 0.71% | -1.8% |
| Q2 2023 | $1,583,835 | -0.7% | 11,937 | -0.0% | 0.73% | -8.3% |
| Q1 2023 | $1,595,152 | +2.6% | 11,939 | +3.5% | 0.79% | -1.5% |
| Q4 2022 | $1,555,222 | +6.2% | 11,536 | -3.5% | 0.80% | -13.6% |
| Q3 2022 | $1,465,000 | -4.9% | 11,959 | +1.1% | 0.93% | +8.9% |
| Q2 2022 | $1,541,000 | -3.3% | 11,832 | +1.7% | 0.86% | +16.1% |
| Q1 2022 | $1,593,000 | -3.2% | 11,631 | -0.4% | 0.74% | +1.4% |
| Q4 2021 | $1,646,000 | +11.7% | 11,683 | +0.8% | 0.73% | +5.8% |
| Q3 2021 | $1,473,000 | +1.4% | 11,591 | +0.6% | 0.69% | -2.8% |
| Q2 2021 | $1,452,000 | +4.8% | 11,525 | +0.3% | 0.71% | +2.0% |
| Q1 2021 | $1,386,000 | +5.5% | 11,491 | -0.8% | 0.69% | -10.7% |
| Q4 2020 | $1,314,000 | +7.3% | 11,582 | -0.3% | 0.78% | -3.1% |
| Q3 2020 | $1,225,000 | +9.6% | 11,614 | +4.0% | 0.80% | +0.5% |
| Q2 2020 | $1,118,000 | +34.2% | 11,170 | +18.8% | 0.80% | +8.4% |
| Q1 2020 | $833,000 | +6.9% | 9,400 | +27.6% | 0.74% | +43.0% |
| Q4 2019 | $779,000 | +17.3% | 7,368 | 0.0% | 0.51% | +12.0% |
| Q3 2019 | $664,000 | +15.5% | 7,368 | +18.6% | 0.46% | +18.9% |
| Q2 2019 | $575,000 | +6.5% | 6,211 | +5.5% | 0.39% | +2.1% |
| Q1 2019 | $540,000 | -22.5% | 5,889 | -26.1% | 0.38% | -36.3% |
| Q4 2018 | $697,000 | – | 7,966 | – | 0.59% | – |
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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% |