SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,315 | -6.8% | 3,226 | -3.9% | 0.21% | +1.4% |
| Q2 2023 | $445,442 | +87.2% | 3,356 | +30.7% | 0.21% | -23.2% |
| Q2 2019 | $238,000 | -69.3% | 2,568 | -73.7% | 0.27% | -52.4% |
| Q2 2017 | $774,000 | -43.4% | 9,767 | -48.8% | 0.57% | -46.6% |
| Q2 2016 | $1,368,000 | +136.3% | 19,078 | +82.5% | 1.07% | +119.1% |
| Q4 2013 | $579,000 | -18.6% | 10,452 | -30.0% | 0.49% | -30.3% |
| Q2 2013 | $711,000 | – | 14,930 | – | 0.70% | – |
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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% |