SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 802 filers reported holding SELECT SECTOR SPDR TR in Q3 2018. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $227,000 | -8.8% | 2,620 | 0.0% | 0.23% | +20.9% |
| Q3 2018 | $249,000 | +10.7% | 2,620 | -3.0% | 0.19% | +10.0% |
| Q2 2018 | $225,000 | -10.7% | 2,700 | -12.9% | 0.17% | -14.6% |
| Q1 2018 | $252,000 | -0.8% | 3,100 | +0.8% | 0.20% | +0.5% |
| Q4 2017 | $254,000 | -9.3% | 3,075 | -10.2% | 0.20% | -8.8% |
| Q3 2017 | $280,000 | +18.6% | 3,425 | +15.1% | 0.22% | +16.7% |
| Q2 2017 | $236,000 | -6.0% | 2,975 | -11.9% | 0.19% | -6.1% |
| Q1 2017 | $251,000 | +4.6% | 3,375 | -2.9% | 0.20% | -0.5% |
| Q4 2016 | $240,000 | -1.2% | 3,475 | +3.0% | 0.20% | +8.7% |
| Q3 2016 | $243,000 | +0.4% | 3,375 | 0.0% | 0.18% | -7.1% |
| Q2 2016 | $242,000 | +5.7% | 3,375 | 0.0% | 0.20% | -2.0% |
| Q1 2016 | $229,000 | -5.8% | 3,375 | 0.0% | 0.20% | -2.4% |
| Q4 2015 | $243,000 | +8.5% | 3,375 | 0.0% | 0.21% | +12.6% |
| Q3 2015 | $224,000 | -2.2% | 3,375 | +9.8% | 0.18% | +13.7% |
| Q2 2015 | $229,000 | +2.7% | 3,075 | 0.0% | 0.16% | +9.5% |
| Q1 2015 | $223,000 | +8.8% | 3,075 | +2.5% | 0.15% | +6.5% |
| Q4 2014 | $205,000 | -36.7% | 3,000 | -55.9% | 0.14% | -44.8% |
| Q2 2013 | $324,000 | – | 6,800 | – | 0.25% | – |
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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% |