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 | $2,055,978 | -6.8% | 15,970 | -3.9% | 1.26% | -4.3% |
| Q2 2023 | $2,206,238 | -30.1% | 16,622 | -31.8% | 1.32% | -32.8% |
| Q1 2023 | $3,155,458 | -0.5% | 24,374 | +4.5% | 1.96% | -5.3% |
| Q4 2022 | $3,169,788 | +16.9% | 23,333 | +4.3% | 2.07% | +5.8% |
| Q3 2022 | $2,711,000 | +21.5% | 22,381 | +28.6% | 1.96% | +27.8% |
| Q2 2022 | $2,232,000 | -4.3% | 17,404 | +2.2% | 1.53% | +6.2% |
| Q1 2022 | $2,333,000 | +4.3% | 17,032 | +7.3% | 1.44% | +4.3% |
| Q4 2021 | $2,237,000 | -3.6% | 15,877 | -12.9% | 1.39% | -19.0% |
| Q3 2021 | $2,320,000 | +7.5% | 18,221 | +6.3% | 1.71% | +70.3% |
| Q2 2021 | $2,159,000 | +36.7% | 17,140 | +25.9% | 1.00% | +15.8% |
| Q1 2021 | $1,579,000 | – | 13,614 | – | 0.87% | – |
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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% |