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 | $1,773,490 | -3.2% | 13,775 | -0.2% | 0.35% | +0.3% |
| Q2 2023 | $1,832,214 | -9.2% | 13,804 | -11.4% | 0.35% | -14.7% |
| Q1 2023 | $2,017,560 | -1.7% | 15,584 | +3.1% | 0.41% | -10.5% |
| Q4 2022 | $2,052,920 | +23.7% | 15,112 | +10.2% | 0.46% | +24.2% |
| Q3 2022 | $1,660,000 | -3.8% | 13,714 | +1.9% | 0.37% | +1.9% |
| Q2 2022 | $1,726,000 | +6.3% | 13,464 | +13.6% | 0.36% | +28.0% |
| Q1 2022 | $1,623,000 | -9.9% | 11,853 | -7.3% | 0.28% | +10.2% |
| Q4 2021 | $1,801,000 | +5.9% | 12,787 | -4.3% | 0.26% | -30.1% |
| Q3 2021 | $1,701,000 | +2.2% | 13,367 | +1.1% | 0.37% | -15.5% |
| Q2 2021 | $1,664,000 | +61.6% | 13,218 | +49.7% | 0.43% | +44.8% |
| Q1 2021 | $1,030,000 | +5.6% | 8,828 | +5.7% | 0.30% | +6.0% |
| Q4 2020 | $975,000 | +18.9% | 8,349 | +8.2% | 0.28% | +2.5% |
| Q3 2020 | $820,000 | +6.9% | 7,717 | +7.4% | 0.28% | -3.8% |
| Q2 2020 | $767,000 | +98.2% | 7,186 | +74.9% | 0.29% | +69.2% |
| Q1 2020 | $387,000 | +87.0% | 4,108 | +79.0% | 0.17% | +116.7% |
| Q3 2019 | $207,000 | -1.9% | 2,295 | +0.3% | 0.08% | -2.5% |
| Q2 2019 | $211,000 | +1.0% | 2,287 | +0.3% | 0.08% | -1.2% |
| Q1 2019 | $209,000 | – | 2,280 | – | 0.08% | – |
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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% |