SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,178,784 | -2.8% | 24,692 | +0.2% | 3.31% | +2.4% |
| Q2 2023 | $3,269,513 | -1.6% | 24,633 | -4.0% | 3.23% | -4.0% |
| Q1 2023 | $3,323,534 | -8.2% | 25,672 | -3.6% | 3.37% | -11.0% |
| Q4 2022 | $3,618,598 | +11.5% | 26,636 | -0.6% | 3.78% | +4.4% |
| Q3 2022 | $3,244,000 | -6.1% | 26,790 | -0.6% | 3.62% | -1.4% |
| Q2 2022 | $3,454,000 | -7.8% | 26,940 | -1.5% | 3.68% | +7.7% |
| Q1 2022 | $3,747,000 | -5.4% | 27,350 | -2.7% | 3.41% | -3.5% |
| Q4 2021 | $3,962,000 | – | 28,120 | – | 3.54% | – |
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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% |