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 | $229,157 | -3.0% | 1,780 | 0.0% | 0.12% | +8.3% |
| Q2 2023 | $236,259 | +1.1% | 1,780 | -1.4% | 0.11% | -7.7% |
| Q1 2023 | $233,675 | -4.7% | 1,805 | 0.0% | 0.12% | -14.0% |
| Q4 2022 | $245,209 | +12.0% | 1,805 | 0.0% | 0.14% | +12.4% |
| Q3 2022 | $219,000 | -5.2% | 1,805 | 0.0% | 0.12% | -26.2% |
| Q2 2022 | $231,000 | -6.5% | 1,805 | 0.0% | 0.16% | +28.1% |
| Q1 2022 | $247,000 | -7.8% | 1,805 | -5.2% | 0.13% | -3.0% |
| Q4 2021 | $268,000 | +10.3% | 1,905 | 0.0% | 0.13% | 0.0% |
| Q3 2021 | $243,000 | -4.3% | 1,905 | -0.8% | 0.13% | +0.8% |
| Q2 2021 | $254,000 | +12.4% | 1,920 | -1.0% | 0.13% | +0.8% |
| Q1 2021 | $226,000 | – | 1,940 | – | 0.13% | – |
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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% |