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 | $185,493 | +32.5% | 1,441 | +36.6% | 0.02% | +37.5% |
| Q2 2023 | $140,031 | +261.8% | 1,055 | +252.8% | 0.02% | +220.0% |
| Q1 2023 | $38,709 | -53.6% | 299 | -51.4% | 0.01% | -50.0% |
| Q4 2022 | $83,481 | +51.8% | 615 | +36.1% | 0.01% | +42.9% |
| Q3 2022 | $55,000 | +189.5% | 452 | +209.6% | 0.01% | +250.0% |
| Q2 2022 | $19,000 | +533.3% | 146 | +484.0% | 0.00% | – |
| Q1 2022 | $3,000 | -89.7% | 25 | -87.8% | 0.00% | -100.0% |
| Q4 2021 | $29,000 | +190.0% | 205 | +173.3% | 0.00% | +200.0% |
| Q3 2021 | $10,000 | +25.0% | 75 | +13.6% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +600.0% | 66 | +450.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 12 | +20.0% | 0.00% | – |
| Q2 2018 | $1,000 | -90.0% | 10 | -91.7% | 0.00% | -100.0% |
| Q1 2018 | $10,000 | +42.9% | 120 | +20.0% | 0.00% | +100.0% |
| Q1 2017 | $7,000 | -75.9% | 100 | -76.2% | 0.00% | -83.3% |
| Q4 2016 | $29,000 | -3.3% | 420 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $30,000 | 0.0% | 420 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $30,000 | -36.2% | 420 | -39.8% | 0.01% | -36.4% |
| Q1 2016 | $47,000 | +56.7% | 698 | +66.2% | 0.01% | +57.1% |
| Q4 2015 | $30,000 | +7.1% | 420 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $28,000 | -9.7% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $31,000 | +3.3% | 420 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $30,000 | +3.4% | 420 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $29,000 | +7.4% | 420 | 0.0% | 0.01% | +16.7% |
| Q3 2014 | $27,000 | +3.8% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $26,000 | +13.0% | 420 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $23,000 | +9.5% | 420 | 0.0% | 0.01% | -25.0% |
| Q3 2013 | $21,000 | +5.0% | 420 | 0.0% | 0.01% | +33.3% |
| Q2 2013 | $20,000 | – | 420 | – | 0.01% | – |
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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% |