SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 747 filers reported holding SELECT SECTOR SPDR TR in Q2 2018. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,726,000 | +3.5% | 16,363 | -1.8% | 0.00% | 0.0% |
| Q2 2020 | $1,667,000 | +13.0% | 16,655 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,475,000 | -16.9% | 16,655 | -4.4% | 0.00% | 0.0% |
| Q4 2019 | $1,775,000 | +61.4% | 17,430 | +42.9% | 0.00% | +200.0% |
| Q3 2019 | $1,100,000 | +94.7% | 12,200 | +100.0% | 0.00% | 0.0% |
| Q2 2019 | $565,000 | -56.3% | 6,100 | -56.7% | 0.00% | -66.7% |
| Q1 2019 | $1,294,000 | +4.9% | 14,100 | -1.1% | 0.00% | 0.0% |
| Q4 2018 | $1,233,000 | -10.9% | 14,250 | -2.1% | 0.00% | 0.0% |
| Q3 2018 | $1,384,000 | +14.0% | 14,550 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,214,000 | -7.4% | 14,550 | -9.6% | 0.00% | 0.0% |
| Q1 2018 | $1,311,000 | -1.5% | 16,100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,331,000 | -74.6% | 16,100 | -74.9% | 0.00% | -80.0% |
| Q3 2017 | $5,239,000 | – | 64,100 | – | 0.02% | – |
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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% |