SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 671 filers reported holding SELECT SECTOR SPDR TR in Q1 2017. The put-call ratio across all filers is 0.65 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,462 | -35.9% | 2,062 | -50.1% | 0.03% | -34.0% |
| Q2 2020 | $414,000 | +19.3% | 4,135 | +5.4% | 0.05% | -13.0% |
| Q1 2020 | $347,000 | -23.2% | 3,922 | -11.6% | 0.05% | +10.2% |
| Q4 2019 | $452,000 | +7.6% | 4,438 | -4.8% | 0.05% | -2.0% |
| Q3 2019 | $420,000 | +13.8% | 4,663 | +9.4% | 0.05% | +11.1% |
| Q4 2018 | $369,000 | -52.4% | 4,262 | -62.1% | 0.04% | -47.7% |
| Q4 2016 | $775,000 | +220.2% | 11,243 | +218.1% | 0.09% | +207.1% |
| Q4 2014 | $242,000 | +6.1% | 3,534 | -0.9% | 0.03% | -3.4% |
| Q3 2014 | $228,000 | +12.9% | 3,566 | +3.5% | 0.03% | +11.5% |
| Q1 2014 | $202,000 | – | 3,446 | – | 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% |