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 | $760,411 | +7.3% | 5,907 | +10.7% | 0.30% | +14.4% |
Q2 2023 | $708,455 | +39.0% | 5,338 | +35.6% | 0.26% | +26.3% |
Q1 2023 | $509,730 | +20.9% | 3,937 | +26.8% | 0.21% | +13.6% |
Q4 2022 | $421,625 | -29.5% | 3,104 | -37.2% | 0.18% | -32.4% |
Q3 2022 | $598,000 | +7.2% | 4,940 | +13.4% | 0.27% | +11.9% |
Q2 2022 | $558,000 | -15.2% | 4,355 | -9.3% | 0.24% | +1.7% |
Q1 2022 | $658,000 | – | 4,801 | – | 0.24% | – |
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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% |