SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 711 filers reported holding SELECT SECTOR SPDR TR in Q3 2017. The put-call ratio across all filers is 1.37 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $251,000 | -10.0% | 2,905 | -0.9% | 0.00% | 0.0% |
| Q3 2018 | $279,000 | -43.6% | 2,930 | -50.6% | 0.00% | -40.0% |
| Q2 2018 | $495,000 | +30.6% | 5,930 | +27.4% | 0.01% | +25.0% |
| Q1 2018 | $379,000 | -39.1% | 4,656 | -38.1% | 0.00% | -33.3% |
| Q4 2017 | $622,000 | +6.3% | 7,522 | +5.1% | 0.01% | 0.0% |
| Q3 2017 | $585,000 | +12.7% | 7,156 | +9.2% | 0.01% | 0.0% |
| Q2 2017 | $519,000 | +6.4% | 6,556 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $488,000 | -3.7% | 6,556 | -10.9% | 0.01% | -16.7% |
| Q4 2016 | $507,000 | -4.3% | 7,356 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $530,000 | +0.6% | 7,356 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $527,000 | +5.6% | 7,356 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $499,000 | -1.0% | 7,356 | +5.1% | 0.01% | 0.0% |
| Q4 2015 | $504,000 | +8.6% | 7,000 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $464,000 | +86.3% | 7,000 | +55.6% | 0.01% | +75.0% |
| Q4 2013 | $249,000 | – | 4,500 | – | 0.00% | – |
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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% |