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 | $96,684 | -38.4% | 751 | -36.5% | 0.07% | -37.4% |
| Q2 2023 | $156,887 | -59.1% | 1,182 | -60.1% | 0.12% | -56.8% |
| Q1 2023 | $383,519 | -63.3% | 2,962 | -61.5% | 0.27% | -61.0% |
| Q4 2022 | $1,046,164 | +37.1% | 7,701 | +22.2% | 0.68% | +31.9% |
| Q3 2022 | $763,000 | -7.5% | 6,302 | -2.0% | 0.52% | +10.0% |
| Q2 2022 | $825,000 | +6.7% | 6,432 | +14.0% | 0.47% | +24.7% |
| Q1 2022 | $773,000 | +306.8% | 5,643 | +318.9% | 0.38% | +318.9% |
| Q4 2021 | $190,000 | -74.4% | 1,347 | -76.9% | 0.09% | -76.9% |
| Q3 2021 | $743,000 | +317.4% | 5,835 | +312.7% | 0.39% | +302.1% |
| Q2 2021 | $178,000 | +11.9% | 1,414 | +4.0% | 0.10% | +1.0% |
| Q1 2021 | $159,000 | +38.3% | 1,359 | +33.8% | 0.10% | +17.1% |
| Q4 2020 | $115,000 | – | 1,016 | – | 0.08% | – |
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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% |