SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 893 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $14,027,000 | +10.6% | 162,147 | +21.7% | 5.16% | +59.0% |
| Q3 2018 | $12,682,000 | +21.9% | 133,282 | +4.7% | 3.24% | +17.1% |
| Q3 2017 | $10,405,000 | +11.1% | 127,315 | +7.8% | 2.77% | +4.7% |
| Q2 2017 | $9,362,000 | +44.0% | 118,150 | +20.4% | 2.65% | +28.7% |
| Q3 2015 | $6,500,000 | -10.0% | 98,140 | +1.1% | 2.06% | -0.3% |
| Q2 2015 | $7,221,000 | +16.1% | 97,070 | +13.1% | 2.06% | +11.3% |
| Q1 2015 | $6,220,000 | +11.7% | 85,797 | +5.4% | 1.85% | +6.7% |
| Q4 2014 | $5,567,000 | – | 81,418 | – | 1.74% | – |
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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% |