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 | $6,994,187 | -5.8% | 54,328 | -2.9% | 4.76% | +12.8% |
| Q2 2023 | $7,423,058 | +3.2% | 55,926 | +0.7% | 4.22% | -3.1% |
| Q1 2023 | $7,192,280 | +5.2% | 55,556 | +10.4% | 4.36% | +3.3% |
| Q4 2022 | $6,836,787 | +17.8% | 50,326 | +5.1% | 4.22% | +8.8% |
| Q3 2022 | $5,802,000 | -10.6% | 47,906 | -5.3% | 3.88% | -6.7% |
| Q2 2022 | $6,489,000 | -5.0% | 50,601 | +1.5% | 4.16% | +11.1% |
| Q1 2022 | $6,827,000 | +2.6% | 49,837 | +5.5% | 3.74% | +5.5% |
| Q4 2021 | $6,653,000 | +23.5% | 47,222 | +11.6% | 3.55% | +9.6% |
| Q3 2021 | $5,389,000 | +2.2% | 42,332 | +1.1% | 3.24% | +0.2% |
| Q2 2021 | $5,274,000 | +9.5% | 41,877 | +1.5% | 3.23% | +1.5% |
| Q1 2021 | $4,815,000 | +0.1% | 41,247 | -2.7% | 3.18% | -6.9% |
| Q4 2020 | $4,808,000 | – | 42,385 | – | 3.42% | – |
Download | ||||||
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% |