SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 448 filers reported holding SELECT SECTOR SPDR TR in Q3 2014. The put-call ratio across all filers is 2.61 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,068,000 | +5.1% | 14,891 | -0.7% | 0.09% | +2.4% |
| Q1 2016 | $1,016,000 | -14.3% | 14,992 | -8.9% | 0.08% | -16.8% |
| Q4 2015 | $1,185,000 | +1.5% | 16,451 | -6.6% | 0.10% | -1.9% |
| Q3 2015 | $1,167,000 | -11.8% | 17,622 | -1.0% | 0.10% | -5.5% |
| Q2 2015 | $1,323,000 | +1.2% | 17,792 | -1.3% | 0.11% | +1.9% |
| Q1 2015 | $1,307,000 | +3.4% | 18,022 | -2.5% | 0.11% | +3.9% |
| Q4 2014 | $1,264,000 | +3.9% | 18,486 | -3.0% | 0.10% | +1.0% |
| Q3 2014 | $1,217,000 | -23.7% | 19,051 | -27.4% | 0.10% | -23.3% |
| Q2 2014 | $1,596,000 | +5.7% | 26,245 | +1.6% | 0.13% | +1.5% |
| Q1 2014 | $1,510,000 | +11.2% | 25,825 | +5.4% | 0.13% | +9.2% |
| Q4 2013 | $1,358,000 | +3.2% | 24,493 | -5.9% | 0.12% | -0.8% |
| Q3 2013 | $1,316,000 | +12.0% | 26,028 | +5.5% | 0.12% | +9.0% |
| Q2 2013 | $1,175,000 | – | 24,661 | – | 0.11% | – |
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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% |