SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 516 filers reported holding SELECT SECTOR SPDR TR in Q4 2014. The put-call ratio across all filers is 2.99 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $3,307,000 | +10.5% | 48,319 | +3.2% | 0.06% | +5.5% |
| Q3 2014 | $2,992,000 | +10.1% | 46,843 | +4.9% | 0.06% | +12.2% |
| Q2 2014 | $2,718,000 | +0.3% | 44,636 | -3.8% | 0.05% | -5.8% |
| Q1 2014 | $2,711,000 | +3.4% | 46,381 | -1.9% | 0.05% | +20.9% |
| Q4 2013 | $2,621,000 | -25.8% | 47,269 | -32.3% | 0.04% | -35.8% |
| Q3 2013 | $3,534,000 | -88.1% | 69,844 | -88.8% | 0.07% | -89.5% |
| Q2 2013 | $29,812,000 | – | 626,212 | – | 0.64% | – |
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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% |