SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 448 filers reported holding SELECT SECTOR SPDR TR in Q3 2014. The put-call ratio across all filers is 2.61 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,678,000 | +0.5% | 32,765 | -2.4% | 0.22% | +9.9% |
| Q2 2017 | $2,664,000 | +10.4% | 33,555 | +3.4% | 0.20% | +11.5% |
| Q1 2017 | $2,413,000 | +1.5% | 32,442 | -3.0% | 0.18% | -1.6% |
| Q4 2016 | $2,377,000 | +4.8% | 33,430 | +0.5% | 0.18% | +2.8% |
| Q3 2016 | $2,268,000 | -37.3% | 33,260 | -30.7% | 0.18% | -35.7% |
| Q2 2016 | $3,617,000 | -12.8% | 47,971 | -20.0% | 0.28% | -22.4% |
| Q1 2016 | $4,149,000 | -51.0% | 59,971 | -54.4% | 0.36% | -48.1% |
| Q4 2015 | $8,473,000 | -13.6% | 131,573 | -3.0% | 0.70% | -22.9% |
| Q3 2015 | $9,804,000 | +12.7% | 135,632 | +17.3% | 0.90% | +15.2% |
| Q2 2015 | $8,703,000 | +38.8% | 115,596 | +33.1% | 0.78% | +40.1% |
| Q1 2015 | $6,271,000 | -99.6% | 86,833 | +329.0% | 0.56% | +458.0% |
| Q4 2014 | $1,409,639,000 | +99310.4% | 20,239 | -8.1% | 0.10% | -7.4% |
| Q3 2014 | $1,418,000 | -2.0% | 22,022 | -7.4% | 0.11% | -5.3% |
| Q2 2014 | $1,447,000 | -1.0% | 23,780 | -3.8% | 0.11% | -9.5% |
| Q1 2014 | $1,461,000 | -64.3% | 24,713 | -66.5% | 0.13% | -65.5% |
| Q4 2013 | $4,089,000 | -11.6% | 73,795 | -18.2% | 0.36% | -18.7% |
| Q3 2013 | $4,627,000 | -16.5% | 90,210 | -22.4% | 0.45% | -34.5% |
| Q2 2013 | $5,539,000 | – | 116,254 | – | 0.69% | – |
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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% |