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 | $2,581,039 | +813.6% | 20,048 | +842.1% | 1.42% | +875.3% |
| Q2 2023 | $282,511 | +2.8% | 2,128 | +0.3% | 0.15% | -0.7% |
| Q1 2023 | $274,770 | -4.7% | 2,122 | 0.0% | 0.15% | -2.0% |
| Q4 2022 | $288,287 | +12.2% | 2,122 | -0.1% | 0.15% | +13.6% |
| Q3 2022 | $257,000 | -91.9% | 2,124 | -91.4% | 0.13% | -92.0% |
| Q2 2022 | $3,183,000 | +628.4% | 24,819 | +678.3% | 1.65% | +647.1% |
| Q1 2022 | $437,000 | +6.3% | 3,189 | +9.4% | 0.22% | +12.8% |
| Q4 2021 | $411,000 | +14.8% | 2,916 | +3.8% | 0.20% | +5.4% |
| Q3 2021 | $358,000 | +17.0% | 2,810 | +15.7% | 0.19% | +12.7% |
| Q2 2021 | $306,000 | +36.6% | 2,429 | +26.4% | 0.16% | +26.9% |
| Q1 2021 | $224,000 | – | 1,922 | – | 0.13% | – |
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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% |