SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 560 filers reported holding SELECT SECTOR SPDR TR in Q2 2016. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,612 | +8.5% | 2,102 | +11.9% | 0.01% | +12.5% |
| Q2 2023 | $249,400 | +17.3% | 1,879 | +14.4% | 0.01% | +14.3% |
| Q1 2023 | $212,551 | +2.5% | 1,642 | +7.5% | 0.01% | -12.5% |
| Q4 2022 | $207,419 | -49.4% | 1,527 | -52.1% | 0.01% | 0.0% |
| Q2 2022 | $410,000 | +79.0% | 3,190 | +96.2% | 0.01% | +14.3% |
| Q4 2021 | $229,000 | -96.6% | 1,626 | -98.3% | 0.01% | -99.4% |
| Q2 2016 | $6,768,000 | +7.2% | 94,384 | +1.3% | 1.20% | +4.2% |
| Q1 2016 | $6,316,000 | – | 93,179 | – | 1.15% | – |
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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% |