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 | $358,005 | -11.4% | 2,781 | -8.6% | 0.10% | -10.2% |
| Q2 2023 | $404,054 | -16.9% | 3,044 | -19.0% | 0.11% | -21.7% |
| Q1 2023 | $486,285 | -3.1% | 3,756 | +1.6% | 0.14% | -8.0% |
| Q4 2022 | $502,081 | +6.1% | 3,696 | -5.3% | 0.15% | -6.2% |
| Q3 2022 | $473,000 | 0.0% | 3,903 | +5.8% | 0.16% | +3.2% |
| Q2 2022 | $473,000 | -6.5% | 3,690 | -0.2% | 0.16% | +0.6% |
| Q1 2022 | $506,000 | +38.3% | 3,696 | +42.3% | 0.15% | +41.3% |
| Q4 2021 | $366,000 | +27.1% | 2,597 | +14.7% | 0.11% | +19.8% |
| Q3 2021 | $288,000 | +11.6% | 2,264 | +10.7% | 0.09% | -2.2% |
| Q2 2021 | $258,000 | – | 2,045 | – | 0.09% | – |
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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% |