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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $272,872 | -1.3% | 1,872 | 0.0% | 0.09% | +1.1% |
| Q1 2024 | $276,579 | +8.3% | 1,872 | 0.0% | 0.09% | +4.7% |
| Q4 2023 | $255,330 | +10.0% | 1,872 | +3.8% | 0.08% | +2.4% |
| Q3 2023 | $232,143 | -3.0% | 1,803 | 0.0% | 0.08% | +5.1% |
| Q2 2023 | $239,338 | +2.5% | 1,803 | 0.0% | 0.08% | -1.2% |
| Q1 2023 | $233,442 | -4.7% | 1,803 | 0.0% | 0.08% | -5.9% |
| Q4 2022 | $244,964 | +12.4% | 1,803 | 0.0% | 0.08% | +2.4% |
| Q3 2022 | $218,000 | -5.6% | 1,803 | 0.0% | 0.08% | +1.2% |
| Q2 2022 | $231,000 | -6.5% | 1,803 | 0.0% | 0.08% | +6.5% |
| Q1 2022 | $247,000 | +2.5% | 1,803 | +5.1% | 0.08% | 0.0% |
| Q4 2021 | $241,000 | +8.1% | 1,715 | -2.4% | 0.08% | +2.7% |
| Q3 2021 | $223,000 | +0.9% | 1,757 | 0.0% | 0.08% | +5.6% |
| Q2 2021 | $221,000 | +7.8% | 1,757 | 0.0% | 0.07% | +2.9% |
| Q1 2021 | $205,000 | -1.9% | 1,757 | -39.7% | 0.07% | -16.9% |
| Q4 2015 | $209,000 | -3.2% | 2,915 | 0.0% | 0.08% | +3.8% |
| Q2 2015 | $216,000 | +2.4% | 2,915 | 0.0% | 0.08% | +6.7% |
| Q1 2015 | $211,000 | +4.5% | 2,915 | -7.9% | 0.08% | +4.2% |
| Q3 2014 | $202,000 | -5.6% | 3,165 | -13.6% | 0.07% | -6.5% |
| Q1 2014 | $214,000 | – | 3,665 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABANA LLC | 21,607 | $3,149,220 | 14.42% |
| Rockport Wealth LLC | 216,261 | $31,520,085 | 13.31% |
| Provident Co of the Employees of the Hebrew University LTD | 69,216 | $10,085,549 | 12.01% |
| WestEnd Advisors, LLC | 2,851,570 | $415,616,354 | 10.74% |
| IMZ Advisory Inc | 146,929 | $21,414,877 | 10.69% |
| Biltmore Wealth Management, LLC | 166,382 | $24,250,219 | 10.51% |
| Conservest Capital Advisors, Inc. | 521,735 | $77,075,923 | 8.31% |
| Harel Insurance Investments & Financial Services Ltd. | 2,823,615 | $411,542 | 7.75% |
| TIFF ADVISORY SERVICES, LLC | 149,621 | $21,807,261 | 7.52% |
| EAGLE WEALTH STRATEGIES LLC | 60,444 | $8,809,685 | 7.12% |