SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 555 filers reported holding SELECT SECTOR SPDR TR in Q3 2016. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $5,318,000 | +8.7% | 74,174 | +2.7% | 1.02% | +4.8% |
| Q1 2016 | $4,894,000 | +13.4% | 72,222 | +20.6% | 0.97% | +16.1% |
| Q4 2015 | $4,314,000 | +55.3% | 59,906 | +42.8% | 0.84% | +50.4% |
| Q3 2015 | $2,778,000 | -4.3% | 41,956 | +7.5% | 0.56% | +4.7% |
| Q2 2015 | $2,903,000 | +8.4% | 39,031 | +5.6% | 0.53% | +6.6% |
| Q1 2015 | $2,679,000 | +20.9% | 36,963 | +14.1% | 0.50% | +18.2% |
| Q4 2014 | $2,215,000 | +27.7% | 32,395 | +19.4% | 0.42% | +23.8% |
| Q3 2014 | $1,734,000 | +24.2% | 27,137 | +18.2% | 0.34% | +51.6% |
| Q2 2014 | $1,396,000 | +21.0% | 22,965 | +16.3% | 0.22% | -9.6% |
| Q1 2014 | $1,154,000 | -7.0% | 19,738 | -11.9% | 0.25% | -13.8% |
| Q4 2013 | $1,241,000 | +24.7% | 22,398 | +13.9% | 0.29% | +12.5% |
| Q3 2013 | $995,000 | +28.2% | 19,669 | +20.5% | 0.26% | +8.4% |
| Q2 2013 | $776,000 | – | 16,318 | – | 0.24% | – |
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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% |