SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 417 filers reported holding SELECT SECTOR SPDR TR in Q2 2014. The put-call ratio across all filers is 0.86 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -49.8% | 1,632 | -66.1% | 0.00% | -72.7% |
| Q4 2018 | $416,000 | -7.1% | 4,809 | +2.1% | 0.01% | 0.0% |
| Q3 2018 | $448,000 | +4.4% | 4,711 | -8.4% | 0.01% | -8.3% |
| Q2 2018 | $429,000 | +3.9% | 5,143 | +1.4% | 0.01% | -7.7% |
| Q1 2018 | $413,000 | +36.3% | 5,071 | +38.4% | 0.01% | +44.4% |
| Q4 2017 | $303,000 | +3.1% | 3,663 | +1.7% | 0.01% | -10.0% |
| Q3 2017 | $294,000 | -93.8% | 3,601 | -93.9% | 0.01% | -94.5% |
| Q2 2017 | $4,707,000 | -35.9% | 59,399 | -39.8% | 0.18% | -72.8% |
| Q2 2015 | $7,342,000 | -2.0% | 98,690 | -4.5% | 0.67% | -1.3% |
| Q1 2015 | $7,490,000 | -54.3% | 103,310 | -56.9% | 0.68% | -54.5% |
| Q4 2014 | $16,384,000 | -11.0% | 239,601 | -16.9% | 1.50% | -6.0% |
| Q3 2014 | $18,419,000 | +27.5% | 288,201 | +16.7% | 1.59% | +28.1% |
| Q1 2014 | $14,444,000 | – | 246,940 | – | 1.24% | – |
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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% |