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 | $351,801 | -7.3% | 2,841 | 0.0% | 0.13% | -9.5% |
| Q1 2023 | $379,359 | -1.0% | 2,841 | -10.3% | 0.15% | -19.1% |
| Q3 2022 | $383,000 | -5.4% | 3,166 | +0.4% | 0.18% | -23.1% |
| Q2 2022 | $405,000 | -1.0% | 3,154 | +5.6% | 0.24% | +31.5% |
| Q1 2022 | $409,000 | -2.4% | 2,986 | +0.5% | 0.18% | -7.2% |
| Q4 2021 | $419,000 | +11.1% | 2,971 | +0.5% | 0.20% | +3.2% |
| Q3 2021 | $377,000 | -39.6% | 2,957 | -40.3% | 0.19% | +3.3% |
| Q2 2021 | $624,000 | +146.6% | 4,955 | +128.2% | 0.18% | +47.6% |
| Q1 2021 | $253,000 | +2.8% | 2,171 | 0.0% | 0.12% | -10.1% |
| Q4 2020 | $246,000 | +7.4% | 2,171 | 0.0% | 0.14% | -15.9% |
| Q3 2020 | $229,000 | +5.5% | 2,171 | 0.0% | 0.16% | -5.2% |
| Q2 2020 | $217,000 | +40.9% | 2,171 | +28.7% | 0.17% | +21.0% |
| Q1 2019 | $154,000 | +5.5% | 1,687 | 0.0% | 0.14% | -21.0% |
| Q4 2018 | $146,000 | – | 1,687 | – | 0.18% | – |
Download | ||||||
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% |