SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87 | +20.8% | 675 | +25.2% | 0.01% | +27.3% |
| Q2 2023 | $72 | -58.6% | 539 | -74.3% | 0.01% | -60.7% |
| Q1 2023 | $174 | -15.5% | 2,096 | +38.3% | 0.03% | -15.2% |
| Q4 2022 | $206 | -99.9% | 1,515 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $183,000 | -5.7% | 1,515 | 0.0% | 0.03% | +3.2% |
| Q2 2022 | $194,000 | -5.4% | 1,515 | +1.3% | 0.03% | +6.9% |
| Q1 2022 | $205,000 | +0.5% | 1,495 | +3.5% | 0.03% | +7.4% |
| Q4 2021 | $204,000 | +6.2% | 1,445 | -4.0% | 0.03% | -3.6% |
| Q3 2021 | $192,000 | +1.1% | 1,505 | 0.0% | 0.03% | +3.7% |
| Q2 2021 | $190,000 | +8.0% | 1,505 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $176,000 | +2.3% | 1,505 | -1.0% | 0.03% | -3.6% |
| Q4 2020 | $172,000 | +1.8% | 1,520 | -5.0% | 0.03% | -9.7% |
| Q3 2020 | $169,000 | +5.6% | 1,600 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $160,000 | +16.8% | 1,600 | +3.7% | 0.03% | 0.0% |
| Q1 2020 | $137,000 | -12.7% | 1,543 | 0.0% | 0.03% | +14.8% |
| Q4 2019 | $157,000 | +12.9% | 1,543 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $139,000 | +4.5% | 1,543 | 0.0% | 0.03% | -13.3% |
| Q4 2018 | $133,000 | +3.1% | 1,543 | +13.0% | 0.03% | +25.0% |
| Q3 2018 | $129,000 | – | 1,365 | – | 0.02% | – |
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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% |