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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,019 | -99.6% | 52 | -99.6% | 0.00% | -100.0% |
| Q4 2020 | $835,802 | +8.0% | 14,720 | +0.4% | 0.13% | -29.6% |
| Q3 2020 | $773,949 | +5.8% | 14,660 | +0.4% | 0.19% | -24.7% |
| Q2 2020 | $731,242 | +13.0% | 14,600 | 0.0% | 0.25% | -9.1% |
| Q1 2020 | $647,281 | -13.0% | 14,600 | 0.0% | 0.28% | +3.0% |
| Q4 2019 | $744,322 | -18.9% | 14,600 | -35.2% | 0.27% | -62.5% |
| Q1 2018 | $918,295 | -1.5% | 22,540 | 0.0% | 0.71% | -9.5% |
| Q4 2017 | $932,736 | +1.2% | 22,540 | 0.0% | 0.79% | -2.2% |
| Q3 2017 | $922,018 | +3.1% | 22,540 | 0.0% | 0.81% | -2.5% |
| Q2 2017 | $893,928 | -22.9% | 22,540 | -27.6% | 0.83% | -12.2% |
| Q1 2017 | $1,158,943 | – | 31,140 | – | 0.94% | – |
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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% |