SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,647 filers reported holding SELECT SECTOR SPDR TR in Q1 2024. The put-call ratio across all filers is 1.35 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $385,946 | +7.4% | 2,648 | +8.9% | 0.12% | -0.8% |
| Q1 2024 | $359,279 | +23.3% | 2,432 | +13.9% | 0.12% | +12.4% |
| Q4 2023 | $291,308 | +29.8% | 2,136 | +22.5% | 0.10% | +16.7% |
| Q3 2023 | $224,394 | +4.9% | 1,743 | +8.2% | 0.09% | +9.8% |
| Q2 2023 | $213,828 | +345.5% | 1,611 | +198.3% | 0.08% | +215.4% |
| Q3 2019 | $48,000 | -4.0% | 540 | 0.0% | 0.03% | -7.1% |
| Q2 2019 | $50,000 | +2.0% | 540 | 0.0% | 0.03% | -12.5% |
| Q1 2019 | $49,000 | +6.5% | 540 | 0.0% | 0.03% | -5.9% |
| Q4 2018 | $46,000 | -9.8% | 540 | 0.0% | 0.03% | +3.0% |
| Q3 2018 | $51,000 | +30.8% | 540 | +10.9% | 0.03% | +10.0% |
| Q1 2018 | $39,000 | +8.3% | 487 | +10.7% | 0.03% | -3.2% |
| Q4 2017 | $36,000 | – | 440 | – | 0.03% | – |
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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% |