SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 520 filers reported holding SELECT SECTOR SPDR TR in Q3 2015. The put-call ratio across all filers is 2.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $396,000 | +2.9% | 3,109 | +1.8% | 0.15% | +3.5% |
| Q2 2021 | $385,000 | +7.5% | 3,055 | -0.3% | 0.14% | +28.8% |
| Q1 2021 | $358,000 | -0.6% | 3,063 | -3.4% | 0.11% | -7.5% |
| Q4 2020 | $360,000 | +2.3% | 3,170 | -5.1% | 0.12% | -14.3% |
| Q3 2020 | $352,000 | +7.0% | 3,340 | +1.6% | 0.14% | -5.4% |
| Q2 2020 | $329,000 | +12.7% | 3,288 | -0.2% | 0.15% | -6.9% |
| Q1 2020 | $292,000 | -20.9% | 3,296 | -9.1% | 0.16% | +7.4% |
| Q4 2019 | $369,000 | +12.2% | 3,624 | -0.6% | 0.15% | +3.5% |
| Q3 2019 | $329,000 | -2.4% | 3,646 | +0.1% | 0.14% | -4.7% |
| Q2 2019 | $337,000 | +0.3% | 3,643 | -0.6% | 0.15% | -2.0% |
| Q1 2019 | $336,000 | +3.4% | 3,665 | -2.6% | 0.15% | -8.9% |
| Q4 2018 | $325,000 | -11.4% | 3,762 | -2.5% | 0.17% | +2.4% |
| Q3 2018 | $367,000 | +14.0% | 3,859 | +0.1% | 0.16% | +8.6% |
| Q2 2018 | $322,000 | 0.0% | 3,856 | -2.5% | 0.15% | -3.8% |
| Q1 2018 | $322,000 | -1.5% | 3,953 | +0.1% | 0.16% | +1.9% |
| Q4 2017 | $327,000 | +10.1% | 3,950 | +8.4% | 0.15% | -11.5% |
| Q3 2017 | $297,000 | -8.0% | 3,643 | -10.7% | 0.17% | +4.8% |
| Q2 2017 | $323,000 | +6.6% | 4,081 | +0.1% | 0.17% | +7.8% |
| Q1 2017 | $303,000 | -11.1% | 4,076 | -11.1% | 0.15% | -27.7% |
| Q2 2015 | $341,000 | – | 4,587 | – | 0.21% | – |
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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% |