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 | $8,170,225 | +4.6% | 63,463 | +7.8% | 0.26% | -0.8% |
| Q2 2023 | $7,810,631 | -66.7% | 58,846 | -67.5% | 0.26% | -70.6% |
| Q1 2023 | $23,426,137 | +217.7% | 180,953 | +233.4% | 0.89% | +179.6% |
| Q4 2022 | $7,373,578 | +35.0% | 54,277 | +20.4% | 0.32% | +23.3% |
| Q3 2022 | $5,460,000 | +269.4% | 45,080 | +291.1% | 0.26% | +285.1% |
| Q2 2022 | $1,478,000 | -6.5% | 11,527 | -0.1% | 0.07% | -4.3% |
| Q1 2022 | $1,581,000 | -32.5% | 11,543 | -30.5% | 0.07% | -28.6% |
| Q4 2021 | $2,342,000 | +273.5% | 16,620 | +237.7% | 0.10% | +164.9% |
| Q3 2021 | $627,000 | +1.6% | 4,922 | +0.5% | 0.04% | -21.3% |
| Q2 2021 | $617,000 | +13.8% | 4,899 | +5.6% | 0.05% | -13.0% |
| Q1 2021 | $542,000 | – | 4,639 | – | 0.05% | – |
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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% |