SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,294 | -19.4% | 3,187 | -16.9% | 0.31% | -23.2% |
| Q2 2023 | $508,887 | -84.6% | 3,834 | -85.0% | 0.40% | -85.5% |
| Q1 2023 | $3,308,040 | -31.2% | 25,553 | -27.8% | 2.77% | -38.7% |
| Q4 2022 | $4,810,802 | +35.1% | 35,413 | +20.4% | 4.52% | +23.8% |
| Q3 2022 | $3,562,000 | +116.8% | 29,409 | +129.6% | 3.65% | +145.1% |
| Q2 2022 | $1,643,000 | +14.3% | 12,811 | +22.1% | 1.49% | +48.7% |
| Q1 2022 | $1,438,000 | +9.6% | 10,495 | +12.7% | 1.00% | -17.7% |
| Q4 2021 | $1,312,000 | – | 9,314 | – | 1.22% | – |
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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% |