SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,056 | -3.0% | 249 | 0.0% | 0.00% | -20.0% |
Q2 2023 | $33,050 | +2.5% | 249 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $32,236 | +17.5% | 249 | +23.3% | 0.01% | -16.7% |
Q4 2022 | $27,442 | +14.3% | 202 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $24,000 | -7.7% | 202 | 0.0% | 0.01% | +20.0% |
Q2 2022 | $26,000 | -7.1% | 202 | 0.0% | 0.01% | +25.0% |
Q1 2022 | $28,000 | 0.0% | 202 | 0.0% | 0.00% | +33.3% |
Q4 2021 | $28,000 | +7.7% | 202 | 0.0% | 0.00% | -25.0% |
Q3 2021 | $26,000 | -64.4% | 202 | -65.4% | 0.00% | -66.7% |
Q2 2021 | $73,000 | +7.4% | 583 | 0.0% | 0.01% | -14.3% |
Q1 2021 | $68,000 | +151.9% | 583 | +145.0% | 0.01% | +55.6% |
Q4 2020 | $27,000 | – | 238 | – | 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% |