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 | $322,752 | -14.0% | 2,507 | -11.4% | 0.08% | -7.1% |
| Q2 2023 | $375,494 | -10.3% | 2,829 | -12.6% | 0.08% | -16.8% |
| Q1 2023 | $418,804 | -7.1% | 3,235 | -2.5% | 0.10% | -9.0% |
| Q4 2022 | $450,886 | +11.6% | 3,319 | -0.4% | 0.11% | +5.7% |
| Q3 2022 | $404,000 | +19.9% | 3,334 | +26.9% | 0.10% | +69.4% |
| Q2 2022 | $337,000 | -5.9% | 2,628 | +0.7% | 0.06% | +1.6% |
| Q1 2022 | $358,000 | +30.7% | 2,610 | +21.2% | 0.06% | +24.5% |
| Q3 2021 | $274,000 | +2.6% | 2,154 | +1.7% | 0.05% | -2.0% |
| Q2 2021 | $267,000 | +18.1% | 2,118 | +9.6% | 0.05% | +6.4% |
| Q1 2021 | $226,000 | +6.1% | 1,933 | +3.0% | 0.05% | -2.1% |
| Q4 2020 | $213,000 | +5.4% | 1,877 | -1.8% | 0.05% | -7.7% |
| Q3 2020 | $202,000 | +26.2% | 1,911 | +19.2% | 0.05% | -14.8% |
| Q2 2020 | $160,000 | +48.1% | 1,603 | +31.5% | 0.06% | +29.8% |
| Q1 2020 | $108,000 | – | 1,219 | – | 0.05% | – |
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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% |