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 | $205,565 | -63.1% | 1,597 | -62.0% | 0.16% | +77.4% |
| Q2 2023 | $557,555 | +16.5% | 4,200 | +13.6% | 0.09% | +3.3% |
| Q1 2023 | $478,603 | -10.0% | 3,697 | -5.6% | 0.09% | -18.2% |
| Q4 2022 | $531,773 | -62.0% | 3,915 | -66.1% | 0.11% | -60.7% |
| Q3 2022 | $1,400,000 | -9.3% | 11,558 | -4.0% | 0.28% | -3.8% |
| Q2 2022 | $1,544,000 | -7.0% | 12,044 | -0.6% | 0.29% | +9.4% |
| Q1 2022 | $1,660,000 | -2.0% | 12,115 | +0.7% | 0.27% | +7.3% |
| Q4 2021 | $1,694,000 | +14.2% | 12,028 | +3.3% | 0.25% | +8.3% |
| Q3 2021 | $1,483,000 | +490.8% | 11,645 | +479.9% | 0.23% | +472.5% |
| Q2 2021 | $251,000 | +736.7% | 2,008 | +436.9% | 0.04% | +185.7% |
| Q2 2017 | $30,000 | -87.4% | 374 | -88.7% | 0.01% | -92.8% |
| Q2 2016 | $238,000 | +4.8% | 3,320 | 0.0% | 0.20% | +7.1% |
| Q1 2016 | $227,000 | – | 3,320 | – | 0.18% | – |
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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% |