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 2023 | $406,819 | +11.1% | 3,160 | +14.5% | 0.10% | +14.3% |
| Q2 2023 | $366,335 | +2.5% | 2,760 | 0.0% | 0.08% | -3.4% |
| Q1 2023 | $357,310 | +98332.5% | 2,760 | +3.2% | 0.09% | -3.3% |
| Q4 2022 | $363 | -99.9% | 2,675 | +6.6% | 0.09% | +11.1% |
| Q3 2022 | $304,000 | -49.0% | 2,510 | -46.0% | 0.08% | +14.1% |
| Q2 2022 | $596,000 | +89.8% | 4,650 | +103.1% | 0.07% | +6.0% |
| Q1 2022 | $314,000 | +7.5% | 2,290 | +10.4% | 0.07% | +11.7% |
| Q4 2021 | $292,000 | +13.6% | 2,075 | +2.7% | 0.06% | +5.3% |
| Q3 2021 | $257,000 | +4.0% | 2,020 | +2.8% | 0.06% | +3.6% |
| Q2 2021 | $247,000 | +21.1% | 1,965 | +12.3% | 0.06% | +14.6% |
| Q1 2021 | $204,000 | – | 1,750 | – | 0.05% | – |
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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% |