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 | $169,523 | +1.2% | 1,317 | +4.4% | 0.09% | +6.0% |
| Q2 2023 | $167,447 | +2.9% | 1,262 | +0.5% | 0.08% | -4.6% |
| Q1 2023 | $162,654 | -9.6% | 1,256 | -5.1% | 0.09% | -13.9% |
| Q4 2022 | $179,848 | +19.1% | 1,324 | +6.3% | 0.10% | +6.3% |
| Q3 2022 | $151,000 | -5.0% | 1,246 | +0.4% | 0.10% | +2.2% |
| Q2 2022 | $159,000 | -7.6% | 1,241 | +1.9% | 0.09% | +8.1% |
| Q4 2021 | $172,000 | +11.7% | 1,218 | +0.4% | 0.09% | +1.2% |
| Q3 2021 | $154,000 | +1.3% | 1,213 | +0.3% | 0.08% | +2.4% |
| Q2 2021 | $152,000 | -10.6% | 1,209 | -17.0% | 0.08% | -13.5% |
| Q1 2021 | $170,000 | +3.7% | 1,456 | +0.3% | 0.10% | -15.8% |
| Q4 2020 | $164,000 | +925.0% | 1,451 | +867.3% | 0.11% | +714.3% |
| Q3 2020 | $16,000 | -89.6% | 150 | -90.3% | 0.01% | -91.1% |
| Q2 2020 | $154,000 | +1084.6% | 1,541 | +927.3% | 0.16% | +823.5% |
| Q1 2020 | $13,000 | +160.0% | 150 | +200.0% | 0.02% | +466.7% |
| Q3 2019 | $5,000 | -94.8% | 50 | -95.2% | 0.00% | -95.4% |
| Q2 2019 | $97,000 | +1.0% | 1,050 | 0.0% | 0.06% | -12.2% |
| Q1 2019 | $96,000 | -58.1% | 1,050 | -56.3% | 0.07% | -32.7% |
| Q3 2018 | $229,000 | +9.6% | 2,401 | -3.9% | 0.11% | -16.0% |
| Q2 2018 | $209,000 | – | 2,498 | – | 0.13% | – |
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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% |