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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $248,000 | +1.2% | 3,000 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $245,000 | +2.9% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $238,000 | +6.7% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $223,000 | +7.7% | 3,000 | 0.0% | 0.01% | +20.0% |
| Q4 2016 | $207,000 | -4.2% | 3,000 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $216,000 | -4.0% | 3,000 | -4.4% | 0.01% | 0.0% |
| Q2 2016 | $225,000 | +5.6% | 3,138 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $213,000 | -5.8% | 3,138 | 0.0% | 0.01% | -14.3% |
| Q4 2015 | $226,000 | +8.7% | 3,138 | 0.0% | 0.01% | +16.7% |
| Q3 2015 | $208,000 | -10.7% | 3,138 | 0.0% | 0.01% | -14.3% |
| Q2 2015 | $233,000 | +2.2% | 3,138 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $228,000 | +6.0% | 3,138 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $215,000 | +7.0% | 3,138 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $201,000 | – | 3,138 | – | 0.01% | – |
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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% |