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 | $227,999 | -3.7% | 1,771 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $236,790 | +13.3% | 1,784 | +10.5% | 0.00% | 0.0% |
| Q1 2023 | $209,078 | -18.4% | 1,615 | -14.3% | 0.00% | 0.0% |
| Q4 2022 | $256,077 | -4.8% | 1,885 | -15.0% | 0.00% | -50.0% |
| Q3 2022 | $269,000 | -5.3% | 2,218 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $284,000 | -4.1% | 2,218 | +2.7% | 0.00% | +100.0% |
| Q1 2022 | $296,000 | +2.1% | 2,160 | +5.1% | 0.00% | 0.0% |
| Q4 2021 | $290,000 | +9.4% | 2,056 | -1.3% | 0.00% | 0.0% |
| Q3 2021 | $265,000 | +24.4% | 2,084 | +23.0% | 0.00% | 0.0% |
| Q2 2021 | $213,000 | +6.5% | 1,694 | -1.3% | 0.00% | 0.0% |
| Q1 2021 | $200,000 | -23.4% | 1,717 | -25.5% | 0.00% | 0.0% |
| Q4 2020 | $261,000 | -8.7% | 2,304 | -15.1% | 0.00% | -50.0% |
| Q3 2020 | $286,000 | +1.8% | 2,714 | -3.4% | 0.00% | 0.0% |
| Q2 2020 | $281,000 | +12.9% | 2,809 | -0.1% | 0.00% | 0.0% |
| Q1 2020 | $249,000 | -23.1% | 2,812 | -11.5% | 0.00% | 0.0% |
| Q4 2019 | $324,000 | +13.3% | 3,177 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $286,000 | -2.7% | 3,177 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $294,000 | +9.3% | 3,177 | +8.5% | 0.00% | 0.0% |
| Q1 2019 | $269,000 | +3.5% | 2,927 | -2.8% | 0.00% | 0.0% |
| Q4 2018 | $260,000 | -9.1% | 3,011 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $286,000 | +13.9% | 3,011 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $251,000 | +2.4% | 3,011 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $245,000 | -1.6% | 3,011 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $249,000 | -5.0% | 3,011 | -6.2% | 0.00% | 0.0% |
| Q3 2017 | $262,000 | +9.6% | 3,211 | +6.6% | 0.00% | 0.0% |
| Q2 2017 | $239,000 | +6.7% | 3,011 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $224,000 | -20.8% | 3,011 | -26.8% | 0.00% | -33.3% |
| Q4 2016 | $283,000 | -4.4% | 4,111 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $296,000 | -9.8% | 4,111 | -10.2% | 0.00% | 0.0% |
| Q2 2016 | $328,000 | -3.8% | 4,577 | -9.0% | 0.00% | 0.0% |
| Q1 2016 | $341,000 | -11.0% | 5,027 | -5.5% | 0.00% | -25.0% |
| Q4 2015 | $383,000 | +3.2% | 5,317 | -5.1% | 0.00% | 0.0% |
| Q3 2015 | $371,000 | +12.1% | 5,600 | +25.7% | 0.00% | +33.3% |
| Q2 2015 | $331,000 | +2.5% | 4,454 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $323,000 | +5.2% | 4,454 | -0.8% | 0.00% | +50.0% |
| Q4 2014 | $307,000 | +5.1% | 4,489 | -1.8% | 0.00% | 0.0% |
| Q3 2014 | $292,000 | +1.4% | 4,569 | -3.4% | 0.00% | 0.0% |
| Q2 2014 | $288,000 | +1.1% | 4,729 | -3.1% | 0.00% | 0.0% |
| Q1 2014 | $285,000 | -5.0% | 4,879 | -9.7% | 0.00% | 0.0% |
| Q4 2013 | $300,000 | +9.9% | 5,404 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $273,000 | -4.2% | 5,404 | -9.6% | 0.00% | -33.3% |
| Q2 2013 | $285,000 | – | 5,979 | – | 0.00% | – |
Download | ||||||
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% |