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 | $764,159 | -14.8% | 6,136 | -9.2% | 0.19% | +6.7% |
| Q2 2023 | $896,631 | +3.8% | 6,755 | +1.3% | 0.18% | -3.3% |
| Q1 2023 | $863,604 | -1.3% | 6,671 | +3.6% | 0.18% | -7.1% |
| Q4 2022 | $874,910 | +5.2% | 6,440 | -6.3% | 0.20% | -5.7% |
| Q3 2022 | $832,000 | -5.5% | 6,871 | +0.1% | 0.21% | -4.1% |
| Q2 2022 | $880,000 | -6.4% | 6,865 | +0.1% | 0.22% | +5.3% |
| Q1 2022 | $940,000 | +28.4% | 6,859 | +32.1% | 0.21% | +30.8% |
| Q4 2021 | $732,000 | +10.7% | 5,194 | 0.0% | 0.16% | +3.2% |
| Q3 2021 | $661,000 | +0.9% | 5,194 | -0.1% | 0.15% | +6.9% |
| Q2 2021 | $655,000 | +18.9% | 5,201 | +10.2% | 0.14% | +7.5% |
| Q1 2021 | $551,000 | +3.0% | 4,721 | +0.0% | 0.13% | -6.9% |
| Q4 2020 | $535,000 | +603.9% | 4,720 | +552.8% | 0.14% | +453.8% |
| Q3 2020 | $76,000 | +13.4% | 723 | +7.4% | 0.03% | 0.0% |
| Q2 2020 | $67,000 | +13.6% | 673 | +0.1% | 0.03% | -18.8% |
| Q1 2020 | $59,000 | +436.4% | 672 | +464.7% | 0.03% | +190.9% |
| Q4 2019 | $11,000 | – | 119 | – | 0.01% | – |
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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% |