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 | $1,031,853 | -28.2% | 8,008 | -26.0% | 0.82% | -25.3% |
| Q2 2023 | $1,437,796 | -3.6% | 10,827 | -6.0% | 1.10% | +35.6% |
| Q1 2023 | $1,491,162 | +20.6% | 11,519 | +26.6% | 0.81% | -35.8% |
| Q4 2022 | $1,236,141 | +41.1% | 9,099 | +25.7% | 1.26% | +31.2% |
| Q3 2022 | $876,000 | +25.7% | 7,240 | +33.1% | 0.96% | +22.6% |
| Q2 2022 | $697,000 | +33.3% | 5,439 | +44.3% | 0.78% | +46.0% |
| Q1 2022 | $523,000 | -6.4% | 3,769 | -3.9% | 0.54% | -4.3% |
| Q4 2021 | $559,000 | +150.7% | 3,921 | +123.8% | 0.56% | +50.4% |
| Q3 2021 | $223,000 | -80.8% | 1,752 | -81.9% | 0.37% | -40.9% |
| Q1 2021 | $1,164,000 | +13.1% | 9,695 | +6.8% | 0.63% | +13.1% |
| Q4 2020 | $1,029,000 | – | 9,076 | – | 0.56% | – |
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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% |