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 | $410,063 | -5.6% | 3,185 | -2.7% | 0.02% | -5.3% |
| Q2 2023 | $434,297 | +26.3% | 3,272 | +23.2% | 0.02% | +5.6% |
| Q1 2023 | $343,904 | +3.7% | 2,656 | +8.8% | 0.02% | 0.0% |
| Q4 2022 | $331,610 | +18.0% | 2,441 | +5.2% | 0.02% | -10.0% |
| Q3 2022 | $281,000 | -4.7% | 2,321 | +1.0% | 0.02% | -25.9% |
| Q2 2022 | $295,000 | -6.3% | 2,299 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $315,000 | +5.4% | 2,299 | 0.0% | 0.03% | +3.8% |
| Q4 2021 | $299,000 | -2.3% | 2,299 | +0.1% | 0.03% | 0.0% |
| Q3 2021 | $306,000 | -4.4% | 2,297 | -4.0% | 0.03% | -13.3% |
| Q2 2021 | $320,000 | +11.9% | 2,392 | +4.1% | 0.03% | +7.1% |
| Q1 2021 | $286,000 | +2.5% | 2,297 | -4.1% | 0.03% | -3.4% |
| Q4 2020 | $279,000 | +34.8% | 2,396 | +23.8% | 0.03% | +7.4% |
| Q2 2020 | $207,000 | +567.7% | 1,936 | +260.5% | 0.03% | +92.9% |
| Q1 2014 | $31,000 | -50.8% | 537 | -52.7% | 0.01% | -36.4% |
| Q4 2013 | $63,000 | +10.5% | 1,136 | 0.0% | 0.02% | -24.1% |
| Q3 2013 | $57,000 | – | 1,136 | – | 0.03% | – |
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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% |