SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $5,727,549 | +6.7% | 41,997 | +0.7% | 2.32% | -0.7% |
Q3 2023 | $5,367,767 | +0.1% | 41,695 | +3.2% | 2.34% | +1.7% |
Q2 2023 | $5,362,870 | +3.5% | 40,404 | +0.9% | 2.30% | -3.5% |
Q1 2023 | $5,183,199 | -4.8% | 40,037 | -0.1% | 2.39% | -9.5% |
Q4 2022 | $5,446,608 | +20.2% | 40,093 | +7.1% | 2.64% | +10.6% |
Q3 2022 | $4,533,000 | -4.2% | 37,433 | +1.4% | 2.38% | -0.4% |
Q2 2022 | $4,732,000 | -7.0% | 36,898 | -0.6% | 2.40% | +7.4% |
Q1 2022 | $5,087,000 | -3.0% | 37,137 | -0.2% | 2.23% | -0.0% |
Q4 2021 | $5,244,000 | +9.4% | 37,219 | -1.2% | 2.23% | +7.6% |
Q3 2021 | $4,795,000 | +2.8% | 37,668 | +1.7% | 2.08% | +5.8% |
Q2 2021 | $4,664,000 | +11.6% | 37,033 | +3.5% | 1.96% | +1.3% |
Q1 2021 | $4,178,000 | +7.2% | 35,789 | +4.2% | 1.94% | -4.0% |
Q4 2020 | $3,897,000 | +13.5% | 34,350 | +5.5% | 2.02% | +2.2% |
Q3 2020 | $3,434,000 | +53.2% | 32,559 | +45.4% | 1.97% | +35.0% |
Q2 2020 | $2,241,000 | – | 22,396 | – | 1.46% | – |
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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% |