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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $793,811 | +79.5% | 6,166 | +85.1% | 0.02% | +83.3% |
| Q2 2023 | $442,124 | +23.6% | 3,331 | +20.6% | 0.01% | 0.0% |
| Q1 2023 | $357,569 | -47.2% | 2,762 | -44.5% | 0.01% | -52.0% |
| Q4 2022 | $676,715 | +145.2% | 4,981 | +118.5% | 0.02% | +127.3% |
| Q3 2022 | $276,000 | -7.7% | 2,280 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $299,000 | +16.8% | 2,328 | +24.4% | 0.01% | +37.5% |
| Q1 2022 | $256,000 | -26.0% | 1,871 | -23.9% | 0.01% | -27.3% |
| Q4 2021 | $346,000 | +40.1% | 2,459 | +26.6% | 0.01% | +37.5% |
| Q3 2021 | $247,000 | -6.8% | 1,942 | -7.8% | 0.01% | -11.1% |
| Q2 2021 | $265,000 | -20.4% | 2,106 | -26.2% | 0.01% | -40.0% |
| Q1 2021 | $333,000 | -55.0% | 2,855 | -56.2% | 0.02% | -11.8% |
| Q4 2020 | $740,000 | +113.3% | 6,524 | +98.5% | 0.02% | -10.5% |
| Q3 2020 | $347,000 | -43.7% | 3,287 | -46.6% | 0.02% | +5.6% |
| Q2 2020 | $616,000 | +8.8% | 6,154 | -3.6% | 0.02% | -14.3% |
| Q1 2020 | $566,000 | +103.6% | 6,384 | +134.2% | 0.02% | +23.5% |
| Q4 2019 | $278,000 | -2.8% | 2,726 | -14.2% | 0.02% | -15.0% |
| Q3 2019 | $286,000 | -6.8% | 3,178 | -4.1% | 0.02% | -20.0% |
| Q2 2019 | $307,000 | -52.9% | 3,313 | -53.4% | 0.02% | -7.4% |
| Q1 2019 | $652,000 | +48.2% | 7,116 | +39.6% | 0.03% | +12.5% |
| Q4 2018 | $440,000 | – | 5,096 | – | 0.02% | – |
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% |