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 | $3,021,333 | -2.9% | 23,468 | +0.1% | 0.26% | -2.6% |
| Q2 2023 | $3,110,942 | +5.5% | 23,438 | +2.9% | 0.27% | -1.1% |
| Q1 2023 | $2,948,965 | -3.3% | 22,779 | +1.5% | 0.27% | -9.4% |
| Q4 2022 | $3,048,653 | +7.8% | 22,441 | -3.9% | 0.30% | -0.3% |
| Q3 2022 | $2,827,000 | -7.5% | 23,346 | -2.0% | 0.30% | -8.8% |
| Q2 2022 | $3,056,000 | -5.9% | 23,834 | +0.6% | 0.33% | -3.0% |
| Q1 2022 | $3,247,000 | +1.6% | 23,700 | +4.5% | 0.34% | +4.3% |
| Q4 2021 | $3,196,000 | +10.8% | 22,687 | +0.1% | 0.32% | +0.6% |
| Q3 2021 | $2,885,000 | +3.4% | 22,661 | +2.3% | 0.32% | -1.5% |
| Q2 2021 | $2,789,000 | +16.1% | 22,141 | +7.6% | 0.33% | +0.3% |
| Q1 2021 | $2,402,000 | +15.9% | 20,579 | +12.6% | 0.33% | +5.5% |
| Q4 2020 | $2,072,000 | – | 18,269 | – | 0.31% | – |
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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% |