SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 711 filers reported holding SELECT SECTOR SPDR TR in Q3 2017. The put-call ratio across all filers is 1.37 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $200,922 | -23.3% | 1,479 | -22.8% | 0.30% | -19.2% |
| Q1 2022 | $262,000 | -7.4% | 1,916 | -4.8% | 0.36% | +28.5% |
| Q4 2021 | $283,000 | -3.1% | 2,012 | -12.3% | 0.28% | +13.1% |
| Q3 2021 | $292,000 | +0.3% | 2,293 | -0.6% | 0.25% | +12.6% |
| Q2 2021 | $291,000 | +10.2% | 2,308 | -0.9% | 0.22% | -13.6% |
| Q4 2020 | $264,000 | -27.1% | 2,330 | -35.6% | 0.26% | -40.8% |
| Q2 2020 | $362,000 | -32.5% | 3,616 | -31.3% | 0.44% | -35.9% |
| Q4 2019 | $536,000 | -12.1% | 5,264 | -22.2% | 0.68% | -4.0% |
| Q3 2019 | $610,000 | -2.1% | 6,765 | +0.7% | 0.71% | +1.9% |
| Q2 2019 | $623,000 | -6.2% | 6,721 | -7.1% | 0.70% | +8.8% |
| Q1 2019 | $664,000 | -15.6% | 7,234 | -12.5% | 0.64% | -23.4% |
| Q3 2018 | $787,000 | +15.6% | 8,272 | +1.3% | 0.83% | -6.8% |
| Q2 2018 | $681,000 | +4.3% | 8,163 | +1.7% | 0.90% | +19.3% |
| Q1 2018 | $653,000 | +3.2% | 8,025 | +4.9% | 0.75% | +19.4% |
| Q4 2017 | $633,000 | -1.4% | 7,650 | -2.6% | 0.63% | -9.0% |
| Q3 2017 | $642,000 | +9.0% | 7,854 | +5.7% | 0.69% | +3.6% |
| Q2 2017 | $589,000 | +32.7% | 7,433 | +24.4% | 0.67% | +29.8% |
| Q1 2017 | $444,000 | +102.7% | 5,973 | +88.4% | 0.51% | +77.5% |
| Q4 2016 | $219,000 | -0.5% | 3,170 | -7.9% | 0.29% | +4.0% |
| Q3 2014 | $220,000 | -4.3% | 3,442 | -9.1% | 0.28% | +9.0% |
| Q2 2014 | $230,000 | +5.0% | 3,788 | +1.1% | 0.26% | -5.2% |
| Q1 2014 | $219,000 | – | 3,748 | – | 0.27% | – |
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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% |