SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,415,911 | -3.4% | 49,836 | -2.4% | 1.73% | +1.1% |
| Q2 2023 | $6,638,907 | +1.8% | 51,049 | +5.2% | 1.71% | -3.3% |
| Q1 2023 | $6,522,175 | -17.0% | 48,506 | -16.4% | 1.77% | -13.2% |
| Q4 2022 | $7,862,455 | +50.0% | 58,047 | +39.4% | 2.04% | +55.3% |
| Q3 2022 | $5,240,000 | -14.6% | 41,626 | -11.2% | 1.31% | +5.6% |
| Q2 2022 | $6,138,000 | +48.1% | 46,871 | +55.0% | 1.24% | +82.2% |
| Q1 2022 | $4,144,000 | +55.4% | 30,249 | +48.3% | 0.68% | +61.8% |
| Q4 2021 | $2,667,000 | +21.1% | 20,393 | +17.9% | 0.42% | +19.6% |
| Q3 2021 | $2,202,000 | +48.5% | 17,299 | +46.9% | 0.35% | +46.1% |
| Q2 2021 | $1,483,000 | +331.1% | 11,778 | +299.4% | 0.24% | +301.7% |
| Q1 2021 | $344,000 | +602.0% | 2,949 | +421.9% | 0.06% | +275.0% |
| Q1 2020 | $49,000 | – | 565 | – | 0.02% | – |
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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% |