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 2019 | $5,746,000 | -37.8% | 63,758 | -36.0% | 1.82% | -49.0% |
Q2 2019 | $9,232,000 | +8.2% | 99,659 | +7.2% | 3.58% | +25.1% |
Q1 2019 | $8,531,000 | -11.8% | 92,991 | -16.8% | 2.86% | -1.9% |
Q4 2018 | $9,673,000 | -35.2% | 111,821 | -37.7% | 2.92% | -15.7% |
Q3 2018 | $14,926,000 | -17.5% | 179,546 | -17.2% | 3.46% | -19.9% |
Q2 2018 | $18,094,000 | -1.5% | 216,800 | -3.9% | 4.32% | +42.2% |
Q1 2018 | $18,369,000 | +44.0% | 225,669 | +46.3% | 3.04% | +32.2% |
Q4 2017 | $12,756,000 | -18.9% | 154,282 | -19.9% | 2.30% | -20.9% |
Q3 2017 | $15,737,000 | -1.6% | 192,550 | -4.6% | 2.91% | -16.9% |
Q2 2017 | $16,000,000 | +95.5% | 201,919 | +83.5% | 3.50% | +126.1% |
Q1 2017 | $8,183,000 | -40.6% | 110,047 | -44.9% | 1.55% | -40.9% |
Q4 2016 | $13,771,000 | – | 199,763 | – | 2.62% | – |
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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% |