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 | $4,126,880 | +19.5% | 32,056 | +23.2% | 0.58% | +17.8% |
| Q2 2023 | $3,453,526 | -9.7% | 26,019 | -11.9% | 0.49% | -18.2% |
| Q1 2023 | $3,824,442 | +0.7% | 29,541 | +5.6% | 0.60% | -16.0% |
| Q4 2022 | $3,798,626 | +22.3% | 27,962 | +9.1% | 0.71% | +21.7% |
| Q3 2022 | $3,106,000 | -14.3% | 25,640 | -5.2% | 0.58% | -17.6% |
| Q2 2022 | $3,624,000 | -16.5% | 27,040 | -18.3% | 0.71% | +5.2% |
| Q1 2022 | $4,341,000 | +140.1% | 33,102 | +62.2% | 0.68% | +18.8% |
| Q1 2020 | $1,808,000 | -14.8% | 20,406 | -2.0% | 0.57% | -18.2% |
| Q4 2019 | $2,122,000 | – | 20,831 | – | 0.69% | – |
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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% |