SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 893 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $252,187 | +2.5% | 1,900 | 0.0% | 0.29% | -10.9% |
| Q1 2023 | $245,974 | -22.1% | 1,900 | -18.3% | 0.32% | -28.5% |
| Q4 2022 | $315,851 | +53.3% | 2,325 | +36.9% | 0.45% | +60.4% |
| Q3 2022 | $206,000 | -54.6% | 1,698 | -48.7% | 0.28% | -49.4% |
| Q1 2022 | $454,000 | +9.1% | 3,313 | +12.2% | 0.55% | +59.8% |
| Q4 2021 | $416,000 | +13766.7% | 2,953 | +9743.3% | 0.35% | +4842.9% |
| Q3 2018 | $3,000 | -76.9% | 30 | -80.6% | 0.01% | -77.4% |
| Q2 2018 | $13,000 | -79.7% | 155 | -80.3% | 0.03% | -81.7% |
| Q1 2018 | $64,000 | +88.2% | 785 | +89.2% | 0.17% | +181.7% |
| Q3 2017 | $34,000 | +3.0% | 415 | 0.0% | 0.06% | +13.2% |
| Q2 2017 | $33,000 | +6.5% | 415 | 0.0% | 0.05% | +20.5% |
| Q1 2017 | $31,000 | +6.9% | 415 | 0.0% | 0.04% | -8.3% |
| Q4 2016 | $29,000 | -3.3% | 415 | 0.0% | 0.05% | -9.4% |
| Q3 2016 | $30,000 | +233.3% | 415 | +232.0% | 0.05% | +278.6% |
| Q2 2016 | $9,000 | -59.1% | 125 | -58.3% | 0.01% | -54.8% |
| Q4 2015 | $22,000 | -26.7% | 300 | -25.0% | 0.03% | -11.4% |
| Q2 2015 | $30,000 | -28.6% | 400 | -30.4% | 0.04% | -30.0% |
| Q1 2015 | $42,000 | – | 575 | – | 0.05% | – |
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% |