SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 542 filers reported holding SELECT SECTOR SPDR TR in Q1 2015. The put-call ratio across all filers is 3.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,563,000 | +442.7% | 18,928 | +432.9% | 0.11% | +435.0% |
| Q3 2017 | $288,000 | -87.3% | 3,552 | -87.6% | 0.02% | -88.5% |
| Q2 2017 | $2,266,000 | +733.1% | 28,649 | +680.6% | 0.17% | +625.0% |
| Q1 2017 | $272,000 | +3.8% | 3,670 | -3.9% | 0.02% | -7.7% |
| Q4 2016 | $262,000 | +10.1% | 3,817 | +15.9% | 0.03% | -18.8% |
| Q4 2015 | $238,000 | -33.5% | 3,294 | -38.7% | 0.03% | -41.8% |
| Q3 2015 | $358,000 | -7.5% | 5,370 | +5.1% | 0.06% | -1.8% |
| Q2 2015 | $387,000 | +19.8% | 5,111 | +16.8% | 0.06% | +14.3% |
| Q1 2015 | $323,000 | +27.7% | 4,375 | +19.5% | 0.05% | +16.7% |
| Q4 2014 | $253,000 | +16.6% | 3,662 | +8.0% | 0.04% | +7.7% |
| Q3 2014 | $217,000 | +4.8% | 3,390 | -3.8% | 0.04% | -9.3% |
| Q1 2014 | $207,000 | -88.4% | 3,525 | -89.1% | 0.04% | -88.6% |
| Q4 2013 | $1,790,000 | -30.4% | 32,338 | -36.0% | 0.38% | -32.4% |
| Q3 2013 | $2,573,000 | +7.9% | 50,534 | +1.0% | 0.56% | -1.9% |
| Q2 2013 | $2,385,000 | – | 50,044 | – | 0.57% | – |
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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% |