SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 624 filers reported holding SELECT SECTOR SPDR TR in Q4 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $249,000 | -6.7% | 3,614 | -2.6% | 0.08% | +11.3% |
| Q3 2016 | $267,000 | +0.4% | 3,711 | 0.0% | 0.07% | -1.4% |
| Q2 2016 | $266,000 | +29.8% | 3,711 | +23.2% | 0.07% | +35.8% |
| Q1 2016 | $205,000 | -1.0% | 3,011 | +5.1% | 0.05% | 0.0% |
| Q4 2015 | $207,000 | +8.9% | 2,864 | 0.0% | 0.05% | -1.9% |
| Q3 2015 | $190,000 | -6.4% | 2,864 | +4.9% | 0.05% | -10.0% |
| Q2 2015 | $203,000 | +6.3% | 2,730 | +3.7% | 0.06% | +7.1% |
| Q1 2015 | $191,000 | +55.3% | 2,633 | +46.3% | 0.06% | +33.3% |
| Q4 2014 | $123,000 | +7.0% | 1,800 | 0.0% | 0.04% | +10.5% |
| Q3 2014 | $115,000 | +5.5% | 1,800 | 0.0% | 0.04% | +5.6% |
| Q2 2014 | $109,000 | +3.8% | 1,800 | 0.0% | 0.04% | +5.9% |
| Q1 2014 | $105,000 | +5.0% | 1,800 | 0.0% | 0.03% | +3.0% |
| Q4 2013 | $100,000 | +9.9% | 1,800 | 0.0% | 0.03% | +3.1% |
| Q3 2013 | $91,000 | +5.8% | 1,800 | 0.0% | 0.03% | +10.3% |
| Q2 2013 | $86,000 | – | 1,800 | – | 0.03% | – |
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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% |