SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $479,000 | -10.0% | 3,952 | -4.8% | 0.08% | -1.3% |
| Q2 2022 | $532,000 | -7.6% | 4,152 | -1.2% | 0.08% | +7.0% |
| Q1 2022 | $576,000 | -19.1% | 4,202 | -16.9% | 0.07% | -11.2% |
| Q4 2021 | $712,000 | +1.3% | 5,057 | -8.4% | 0.08% | -8.0% |
| Q3 2021 | $703,000 | +1.2% | 5,522 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $695,000 | +6.4% | 5,522 | -1.3% | 0.09% | -8.4% |
| Q1 2021 | $653,000 | +0.3% | 5,597 | -2.4% | 0.10% | -6.9% |
| Q4 2020 | $651,000 | +3.0% | 5,737 | -4.2% | 0.10% | -8.9% |
| Q3 2020 | $632,000 | +5.5% | 5,987 | 0.0% | 0.11% | 0.0% |
| Q2 2020 | $599,000 | +6.6% | 5,987 | -5.6% | 0.11% | -9.7% |
| Q1 2020 | $562,000 | -37.8% | 6,345 | -28.5% | 0.12% | -20.5% |
| Q4 2019 | $904,000 | +37.2% | 8,875 | +21.3% | 0.16% | +25.8% |
| Q3 2019 | $659,000 | -2.8% | 7,315 | 0.0% | 0.12% | -1.6% |
| Q2 2019 | $678,000 | -1.7% | 7,315 | -2.7% | 0.13% | -5.3% |
| Q1 2019 | $690,000 | -62.0% | 7,515 | -64.2% | 0.13% | -65.2% |
| Q4 2018 | $1,814,000 | – | 20,965 | – | 0.38% | – |
Download | ||||||
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% |