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 | $401,283 | -6.3% | 3,117 | -3.3% | 0.07% | +46.7% |
| Q2 2023 | $428,054 | +2.5% | 3,225 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $417,509 | -4.7% | 3,225 | 0.0% | 0.05% | -13.0% |
| Q4 2022 | $438,116 | +11.5% | 3,225 | -0.6% | 0.05% | 0.0% |
| Q3 2022 | $393,000 | -27.9% | 3,246 | -23.6% | 0.05% | -23.9% |
| Q2 2022 | $545,000 | -6.4% | 4,246 | 0.0% | 0.07% | +10.9% |
| Q1 2022 | $582,000 | -35.2% | 4,246 | -33.4% | 0.06% | -33.3% |
| Q4 2021 | $898,000 | +34.2% | 6,371 | +21.2% | 0.10% | +9.1% |
| Q3 2021 | $669,000 | +2.9% | 5,258 | +1.9% | 0.09% | -16.2% |
| Q2 2021 | $650,000 | +8.0% | 5,162 | +0.1% | 0.10% | -14.6% |
| Q1 2021 | $602,000 | +6.2% | 5,156 | +3.2% | 0.12% | -29.7% |
| Q4 2020 | $567,000 | – | 4,996 | – | 0.18% | – |
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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% |