SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,638 | +5.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $12,874 | -41.2% | 100 | -39.4% | 0.00% | -50.0% |
| Q2 2023 | $21,900 | -37.3% | 165 | -38.9% | 0.00% | -33.3% |
| Q1 2023 | $34,954 | -4.7% | 270 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $36,680 | -3.5% | 270 | -14.6% | 0.00% | -40.0% |
| Q3 2022 | $38,000 | -7.3% | 316 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -48.1% | 316 | -45.1% | 0.01% | -37.5% |
| Q1 2022 | $79,000 | +88.1% | 576 | +95.3% | 0.01% | +100.0% |
| Q4 2021 | $42,000 | +27.3% | 295 | +13.5% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +10.0% | 260 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | 0.0% | 260 | -16.7% | 0.00% | 0.0% |
| Q3 2018 | $30,000 | – | 312 | – | 0.00% | – |
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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% |