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 | $2,113,656 | +402.5% | 16,418 | +418.1% | 0.05% | -5.4% |
| Q2 2023 | $420,648 | -16.7% | 3,169 | -18.7% | 0.06% | -23.3% |
| Q1 2023 | $504,817 | -4.5% | 3,899 | +0.2% | 0.07% | -11.0% |
| Q4 2022 | $528,743 | +12.5% | 3,892 | +0.2% | 0.08% | +5.1% |
| Q3 2022 | $470,000 | +4.9% | 3,884 | +11.1% | 0.08% | +9.9% |
| Q2 2022 | $448,000 | -6.1% | 3,497 | +0.4% | 0.07% | +12.7% |
| Q1 2022 | $477,000 | +2.6% | 3,484 | +5.5% | 0.06% | +3.3% |
| Q4 2021 | $465,000 | +21.4% | 3,302 | +9.8% | 0.06% | +10.9% |
| Q3 2021 | $383,000 | +1.3% | 3,008 | +0.2% | 0.06% | +1.9% |
| Q2 2021 | $378,000 | +8.0% | 3,001 | +0.2% | 0.05% | -3.6% |
| Q1 2021 | $350,000 | -1.7% | 2,994 | -4.5% | 0.06% | +9.8% |
| Q4 2020 | $356,000 | +9.2% | 3,134 | +1.6% | 0.05% | -5.6% |
| Q3 2020 | $326,000 | +5.8% | 3,086 | +0.2% | 0.05% | 0.0% |
| Q2 2020 | $308,000 | +13.2% | 3,079 | +0.3% | 0.05% | +1.9% |
| Q1 2020 | $272,000 | +0.4% | 3,071 | +2.1% | 0.05% | -8.6% |
| Q3 2019 | $271,000 | – | 3,008 | – | 0.06% | – |
Download | ||||||
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% |