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 | $659,403 | -5.0% | 5,121 | -2.1% | 0.27% | -4.9% |
| Q2 2023 | $694,375 | +20.8% | 5,231 | +17.8% | 0.29% | +9.9% |
| Q1 2023 | $574,914 | -7.5% | 4,441 | -3.0% | 0.26% | -17.4% |
| Q4 2022 | $621,843 | +11.6% | 4,577 | -0.5% | 0.32% | +7.1% |
| Q3 2022 | $557,000 | -50.4% | 4,598 | -47.6% | 0.30% | -52.4% |
| Q2 2022 | $1,124,000 | -3.0% | 8,767 | +3.7% | 0.62% | +7.1% |
| Q1 2022 | $1,159,000 | +164.6% | 8,458 | +171.8% | 0.58% | +166.5% |
| Q4 2021 | $438,000 | +15.6% | 3,112 | +4.6% | 0.22% | +5.3% |
| Q3 2021 | $379,000 | +5.3% | 2,976 | +4.2% | 0.21% | +5.1% |
| Q2 2021 | $360,000 | +8.1% | 2,855 | +0.1% | 0.20% | +1.5% |
| Q1 2021 | $333,000 | +39.3% | 2,851 | +35.4% | 0.19% | +27.6% |
| Q4 2020 | $239,000 | – | 2,106 | – | 0.15% | – |
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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% |