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 | $14,232,099 | +1615.5% | 110,549 | +1668.8% | 0.05% | +422.2% |
| Q2 2023 | $829,619 | -40.8% | 6,250 | -42.3% | 0.01% | -43.8% |
| Q1 2023 | $1,402,006 | +24.6% | 10,830 | +26.7% | 0.02% | +14.3% |
| Q4 2022 | $1,125,169 | +3.7% | 8,546 | -3.4% | 0.01% | -12.5% |
| Q3 2022 | $1,085,000 | +1.4% | 8,851 | +8.2% | 0.02% | +6.7% |
| Q2 2022 | $1,070,000 | +13.2% | 8,182 | +18.5% | 0.02% | +15.4% |
| Q1 2022 | $945,000 | +3.4% | 6,902 | -1.2% | 0.01% | 0.0% |
| Q4 2021 | $914,000 | +2.5% | 6,986 | +3.7% | 0.01% | 0.0% |
| Q3 2021 | $892,000 | +40.5% | 6,734 | +36.0% | 0.01% | +30.0% |
| Q2 2021 | $635,000 | -3.3% | 4,953 | -12.0% | 0.01% | -16.7% |
| Q1 2021 | $657,000 | +95.5% | 5,626 | +95.7% | 0.01% | +50.0% |
| Q4 2020 | $336,000 | – | 2,875 | – | 0.01% | – |
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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% |