SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 360 filers reported holding SELECT SECTOR SPDR TR in Q3 2013. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $256,000 | -90.2% | 3,104 | -90.3% | 0.03% | -81.9% |
| Q3 2017 | $2,612,000 | +36.3% | 32,044 | +32.6% | 0.15% | +25.2% |
| Q2 2017 | $1,916,000 | +262.2% | 24,174 | +238.1% | 0.12% | +230.6% |
| Q1 2017 | $529,000 | +23.3% | 7,150 | +14.9% | 0.04% | +12.5% |
| Q4 2016 | $429,000 | -71.2% | 6,224 | -70.0% | 0.03% | -71.9% |
| Q3 2016 | $1,492,000 | -21.7% | 20,764 | -21.9% | 0.11% | -26.5% |
| Q2 2016 | $1,905,000 | -3.6% | 26,597 | -8.5% | 0.16% | -16.7% |
| Q1 2016 | $1,976,000 | +140.7% | 29,053 | +153.4% | 0.19% | +80.6% |
| Q4 2015 | $821,000 | -9.4% | 11,467 | -15.7% | 0.10% | -1.0% |
| Q3 2015 | $906,000 | +45.0% | 13,607 | +61.0% | 0.10% | +40.5% |
| Q2 2015 | $625,000 | +12.8% | 8,452 | +10.5% | 0.07% | +10.4% |
| Q1 2015 | $554,000 | +20.4% | 7,650 | +14.4% | 0.07% | +9.8% |
| Q4 2014 | $460,000 | +2.4% | 6,686 | -5.0% | 0.06% | +1.7% |
| Q3 2014 | $449,000 | +26.8% | 7,041 | +20.1% | 0.06% | +17.6% |
| Q2 2014 | $354,000 | +23.3% | 5,861 | +14.2% | 0.05% | -3.8% |
| Q1 2014 | $287,000 | -79.8% | 5,131 | -80.0% | 0.05% | -79.1% |
| Q4 2013 | $1,419,000 | -24.0% | 25,601 | -34.6% | 0.25% | -36.8% |
| Q2 2013 | $1,866,000 | – | 39,137 | – | 0.40% | – |
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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% |