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 | $358,155 | -3.0% | 2,782 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $369,255 | +4.1% | 2,782 | +1.5% | 0.03% | -3.6% |
| Q1 2023 | $354,850 | -4.7% | 2,741 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $372,365 | +12.2% | 2,741 | 0.0% | 0.03% | +3.6% |
| Q3 2022 | $332,000 | -5.7% | 2,741 | 0.0% | 0.03% | -9.7% |
| Q2 2022 | $352,000 | -3.3% | 2,741 | +3.1% | 0.03% | +14.8% |
| Q1 2022 | $364,000 | +7.4% | 2,659 | -0.0% | 0.03% | 0.0% |
| Q3 2021 | $339,000 | +1.2% | 2,660 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $335,000 | +10.6% | 2,660 | +2.5% | 0.03% | +4.0% |
| Q1 2021 | $303,000 | – | 2,594 | – | 0.02% | – |
Download | ||||||
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% |