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 | $360,215 | -35.7% | 2,798 | -33.7% | 0.04% | -31.7% |
| Q2 2023 | $560,519 | +2.0% | 4,223 | -0.5% | 0.06% | -3.2% |
| Q1 2023 | $549,299 | -15.5% | 4,243 | -11.3% | 0.06% | -19.5% |
| Q4 2022 | $650,042 | +76.6% | 4,785 | +57.3% | 0.08% | +63.8% |
| Q3 2022 | $368,000 | +39.4% | 3,042 | +47.9% | 0.05% | +42.4% |
| Q2 2022 | $264,000 | +23.4% | 2,057 | +31.7% | 0.03% | +43.5% |
| Q1 2022 | $214,000 | -40.6% | 1,562 | -38.9% | 0.02% | -36.1% |
| Q4 2021 | $360,000 | +58.6% | 2,555 | +43.1% | 0.04% | +44.0% |
| Q3 2021 | $227,000 | +0.9% | 1,786 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $225,000 | +7.1% | 1,786 | -0.5% | 0.02% | 0.0% |
| Q1 2021 | $210,000 | – | 1,795 | – | 0.02% | – |
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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% |