SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 398 filers reported holding SELECT SECTOR SPDR TR in Q4 2013. The put-call ratio across all filers is 2.00 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $377,351,000 | +11.0% | 5,904,429 | +5.7% | 0.28% | +4.9% |
| Q2 2014 | $339,834,000 | -8.4% | 5,586,614 | -11.9% | 0.27% | -19.1% |
| Q1 2014 | $370,932,000 | +63.2% | 6,341,803 | +54.7% | 0.33% | +54.5% |
| Q4 2013 | $227,220,000 | +8.8% | 4,098,493 | -0.7% | 0.21% | -0.5% |
| Q3 2013 | $208,873,000 | -29.8% | 4,128,762 | -33.9% | 0.21% | -39.2% |
| Q2 2013 | $297,470,000 | – | 6,248,043 | – | 0.35% | – |
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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% |