SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 776 filers reported holding SELECT SECTOR SPDR TR in Q4 2017. The put-call ratio across all filers is 2.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $313,000 | +1.3% | 3,780 | 0.0% | 0.26% | +4.4% |
| Q3 2017 | $309,000 | +0.7% | 3,780 | -2.3% | 0.25% | -5.3% |
| Q2 2017 | $307,000 | +4.8% | 3,870 | -1.8% | 0.27% | -4.3% |
| Q1 2017 | $293,000 | -36.4% | 3,940 | -41.1% | 0.28% | -40.6% |
| Q4 2016 | $461,000 | +26.6% | 6,686 | +32.4% | 0.47% | +16.7% |
| Q3 2016 | $364,000 | -20.2% | 5,051 | -20.6% | 0.40% | -17.0% |
| Q2 2016 | $456,000 | +64.6% | 6,361 | +55.9% | 0.48% | +62.6% |
| Q1 2016 | $277,000 | – | 4,081 | – | 0.30% | – |
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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% |