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 | $650,234 | -9.2% | 5,050 | -6.4% | 0.07% | -9.5% |
| Q2 2023 | $715,972 | -16.4% | 5,394 | -18.5% | 0.07% | -22.1% |
| Q1 2023 | $856,936 | +0.9% | 6,619 | +5.8% | 0.10% | -8.7% |
| Q4 2022 | $849,665 | +62.8% | 6,254 | +22.0% | 0.10% | +46.5% |
| Q4 2019 | $522,000 | +1273.7% | 5,127 | +1147.4% | 0.07% | +1320.0% |
| Q2 2019 | $38,000 | +1166.7% | 411 | +1317.2% | 0.01% | +400.0% |
| Q1 2019 | $3,000 | -72.7% | 29 | -77.5% | 0.00% | -50.0% |
| Q4 2018 | $11,000 | – | 129 | – | 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% |