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 | $6,813,436 | -29.4% | 52,924 | -27.2% | 4.96% | -21.3% |
| Q2 2023 | $9,645,622 | +166.8% | 72,671 | +160.3% | 6.31% | +133.2% |
| Q1 2023 | $3,614,782 | +1155.1% | 27,922 | +1145.4% | 2.70% | +1164.0% |
| Q2 2022 | $288,000 | -95.5% | 2,242 | -95.2% | 0.21% | -94.8% |
| Q1 2022 | $6,431,000 | -12.0% | 46,946 | -9.5% | 4.14% | -4.4% |
| Q4 2021 | $7,311,000 | -31.3% | 51,891 | -38.6% | 4.33% | -34.9% |
| Q2 2021 | $10,643,000 | +103.7% | 84,503 | +88.8% | 6.65% | +66.6% |
| Q1 2021 | $5,224,000 | +9.8% | 44,752 | +6.7% | 3.99% | -0.0% |
| Q4 2020 | $4,757,000 | – | 41,935 | – | 3.99% | – |
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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% |