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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,287,962 | -22.5% | 33,307 | -20.1% | 0.56% | -23.9% |
| Q2 2023 | $5,532,186 | +16.3% | 41,680 | +13.4% | 0.73% | +6.6% |
| Q1 2023 | $4,757,396 | +4.8% | 36,748 | +10.0% | 0.69% | -3.9% |
| Q4 2022 | $4,538,748 | +65.1% | 33,410 | +47.2% | 0.71% | +46.9% |
| Q3 2022 | $2,749,000 | -15.6% | 22,696 | -10.7% | 0.49% | -23.7% |
| Q2 2022 | $3,259,000 | -39.9% | 25,413 | -35.9% | 0.64% | -33.8% |
| Q1 2022 | $5,427,000 | +72.8% | 39,616 | +77.7% | 0.96% | +70.3% |
| Q4 2021 | $3,141,000 | +24.4% | 22,291 | +12.4% | 0.56% | +11.2% |
| Q3 2021 | $2,524,000 | +1.7% | 19,824 | +0.6% | 0.51% | +3.0% |
| Q2 2021 | $2,483,000 | -29.2% | 19,711 | -61.6% | 0.49% | -76.5% |
| Q4 2014 | $3,507,000 | +4.5% | 51,293 | -2.3% | 2.10% | -3.0% |
| Q3 2014 | $3,355,000 | – | 52,503 | – | 2.16% | – |
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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% |