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 | $2,054,304 | -16.4% | 15,957 | -13.8% | 1.26% | -17.6% |
| Q2 2023 | $2,456,301 | +8.3% | 18,506 | +5.6% | 1.53% | -5.7% |
| Q1 2023 | $2,268,010 | +8.8% | 17,519 | +14.1% | 1.62% | -4.6% |
| Q4 2022 | $2,085,162 | +42.3% | 15,349 | +26.9% | 1.70% | +34.4% |
| Q3 2022 | $1,465,000 | +9.6% | 12,094 | +16.0% | 1.26% | +10.0% |
| Q2 2022 | $1,337,000 | +1.1% | 10,427 | 0.0% | 1.15% | +10.2% |
| Q1 2022 | $1,323,000 | -10.1% | 10,427 | -0.2% | 1.04% | +0.3% |
| Q4 2021 | $1,472,000 | +9.9% | 10,449 | -0.7% | 1.04% | +1.8% |
| Q3 2021 | $1,340,000 | +1.1% | 10,524 | 0.0% | 1.02% | +1.7% |
| Q2 2021 | $1,326,000 | +7.9% | 10,524 | 0.0% | 1.01% | -5.5% |
| Q1 2021 | $1,229,000 | +17.6% | 10,524 | +14.2% | 1.06% | +4.7% |
| Q4 2020 | $1,045,000 | – | 9,212 | – | 1.02% | – |
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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% |