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 2023 | $4,380 | +61.1% | 33,000 | +57.1% | 2.97% | +148.1% |
| Q1 2023 | $2,719 | -4.7% | 21,000 | 0.0% | 1.20% | -15.5% |
| Q4 2022 | $2,853 | -99.7% | 21,000 | +200.0% | 1.42% | +173.4% |
| Q3 2022 | $848,000 | -55.9% | 7,000 | -53.3% | 0.52% | -36.4% |
| Q2 2022 | $1,924,000 | -14.6% | 15,000 | -6.2% | 0.82% | -58.7% |
| Q4 2021 | $2,254,000 | -56.8% | 16,000 | -61.0% | 1.97% | -31.8% |
| Q3 2021 | $5,219,000 | +17.7% | 41,000 | +16.5% | 2.89% | -1.2% |
| Q2 2021 | $4,433,000 | +44.9% | 35,200 | +34.4% | 2.93% | +67.6% |
| Q1 2021 | $3,059,000 | – | 26,200 | – | 1.75% | – |
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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% |