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 2021 | $100,000 | +122.2% | 786 | +122.0% | 0.04% | +111.8% |
| Q2 2021 | $45,000 | -15.1% | 354 | -23.2% | 0.02% | -34.6% |
| Q1 2021 | $53,000 | 0.0% | 461 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $53,000 | -10.2% | 461 | -16.9% | 0.03% | -25.7% |
| Q3 2020 | $59,000 | +156.5% | 555 | +136.2% | 0.04% | +118.8% |
| Q2 2020 | $23,000 | +9.5% | 235 | 0.0% | 0.02% | -11.1% |
| Q1 2020 | $21,000 | -75.9% | 235 | -72.6% | 0.02% | -73.9% |
| Q4 2019 | $87,000 | -13.0% | 859 | -22.2% | 0.07% | -27.4% |
| Q3 2019 | $100,000 | -50.2% | 1,104 | -49.0% | 0.10% | -46.0% |
| Q2 2019 | $201,000 | +28.8% | 2,164 | +27.0% | 0.18% | +50.4% |
| Q1 2019 | $156,000 | -2.5% | 1,704 | -7.9% | 0.12% | -1.7% |
| Q4 2018 | $160,000 | – | 1,850 | – | 0.12% | – |
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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% |