SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,492 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,772,000 | -40.8% | 33,932 | -47.4% | 0.03% | -64.6% |
| Q1 2015 | $4,680,000 | -42.1% | 64,553 | -45.4% | 0.08% | -45.7% |
| Q4 2014 | $8,080,000 | +1.2% | 118,158 | -5.4% | 0.15% | -5.6% |
| Q3 2014 | $7,985,000 | +3.7% | 124,946 | -1.3% | 0.16% | +45.5% |
| Q2 2014 | $7,703,000 | -2.6% | 126,632 | -6.3% | 0.11% | -9.8% |
| Q1 2014 | $7,907,000 | -3.3% | 135,177 | -8.3% | 0.12% | -9.0% |
| Q4 2013 | $8,175,000 | -10.9% | 147,461 | -18.7% | 0.13% | -20.7% |
| Q3 2013 | $9,174,000 | -22.5% | 181,350 | -27.1% | 0.17% | -28.4% |
| Q2 2013 | $11,843,000 | – | 248,753 | – | 0.24% | – |
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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% |