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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $935,000 | +40.8% | 9,340 | +24.5% | 0.11% | -19.9% |
| Q1 2020 | $664,000 | -21.6% | 7,500 | -9.9% | 0.14% | -36.8% |
| Q4 2019 | $847,000 | +14.6% | 8,320 | +1.5% | 0.22% | -3.9% |
| Q3 2019 | $739,000 | -9.8% | 8,194 | -7.3% | 0.23% | -19.7% |
| Q2 2019 | $819,000 | -11.2% | 8,839 | -12.0% | 0.29% | -38.0% |
| Q1 2019 | $922,000 | +55.2% | 10,048 | +46.4% | 0.47% | +31.6% |
| Q4 2018 | $594,000 | +18.6% | 6,862 | +30.4% | 0.35% | +24.2% |
| Q3 2018 | $501,000 | +20.1% | 5,264 | +5.4% | 0.28% | +28.4% |
| Q2 2018 | $417,000 | – | 4,992 | – | 0.22% | – |
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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% |