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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $57,000 | -1.7% | 567 | -13.4% | 0.00% | – |
| Q1 2020 | $58,000 | -18.3% | 655 | -5.9% | 0.00% | – |
| Q4 2019 | $71,000 | +12.7% | 696 | 0.0% | 0.00% | – |
| Q3 2019 | $63,000 | -23.2% | 696 | -21.1% | 0.00% | – |
| Q2 2019 | $82,000 | +7.9% | 882 | +7.2% | 0.00% | – |
| Q1 2019 | $76,000 | +117.1% | 823 | +101.2% | 0.00% | – |
| Q4 2018 | $35,000 | +191.7% | 409 | +192.1% | 0.00% | – |
| Q2 2018 | $12,000 | -47.8% | 140 | -50.4% | 0.00% | – |
| Q4 2017 | $23,000 | -30.3% | 282 | -30.2% | 0.00% | – |
| Q3 2017 | $33,000 | +200.0% | 404 | +203.8% | 0.00% | – |
| Q2 2017 | $11,000 | +10.0% | 133 | -1.5% | 0.00% | – |
| Q1 2017 | $10,000 | +11.1% | 135 | 0.0% | 0.00% | – |
| Q4 2016 | $9,000 | -10.0% | 135 | 0.0% | 0.00% | – |
| Q3 2016 | $10,000 | – | 135 | – | 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% |