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 | $3,899,281 | +49.3% | 30,288 | +54.0% | 4.20% | +41.4% |
| Q2 2023 | $2,611,134 | +276.1% | 19,673 | +266.9% | 2.97% | +197.9% |
| Q1 2023 | $694,179 | +166.0% | 5,362 | +179.1% | 1.00% | +165.9% |
| Q4 2022 | $260,968 | +19.7% | 1,921 | +6.5% | 0.38% | +26.3% |
| Q3 2022 | $218,000 | +2.3% | 1,803 | +15.7% | 0.30% | +44.9% |
| Q1 2022 | $213,000 | +3.9% | 1,558 | +6.9% | 0.20% | +18.5% |
| Q4 2021 | $205,000 | -1.9% | 1,458 | -12.1% | 0.17% | -11.3% |
| Q2 2021 | $209,000 | – | 1,658 | – | 0.20% | – |
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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% |