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 | $1,141,815 | +5.0% | 8,869 | +8.3% | 0.92% | +3.6% |
| Q2 2023 | $1,087,212 | +6.8% | 8,191 | +4.2% | 0.88% | +1.5% |
| Q1 2023 | $1,017,964 | +5.1% | 7,863 | +10.3% | 0.87% | +4.3% |
| Q4 2022 | $968,224 | +5.8% | 7,127 | -5.7% | 0.84% | +2.7% |
| Q3 2022 | $915,000 | -4.3% | 7,555 | +1.4% | 0.81% | +10.4% |
| Q2 2022 | $956,000 | +5.6% | 7,452 | +12.8% | 0.74% | +27.7% |
| Q1 2022 | $905,000 | -99.9% | 6,604 | +11.6% | 0.58% | +14.0% |
| Q4 2021 | $833,505,000 | +146902.6% | 5,916 | +32.9% | 0.51% | +35.7% |
| Q3 2021 | $567,000 | +27.4% | 4,453 | +26.0% | 0.37% | +15.5% |
| Q2 2021 | $445,000 | – | 3,535 | – | 0.32% | – |
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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% |