SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 893 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522,684 | -3.0% | 4,060 | 0.0% | 0.08% | +2.6% |
| Q2 2023 | $538,884 | +114.7% | 4,060 | +65.0% | 0.08% | +40.7% |
| Q4 2019 | $251,000 | +13.1% | 2,460 | 0.0% | 0.05% | +8.0% |
| Q3 2019 | $222,000 | -2.6% | 2,460 | 0.0% | 0.05% | -3.8% |
| Q2 2019 | $228,000 | +0.9% | 2,460 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $226,000 | +6.1% | 2,460 | 0.0% | 0.05% | -11.7% |
| Q4 2018 | $213,000 | -9.0% | 2,460 | 0.0% | 0.06% | +11.1% |
| Q3 2018 | $234,000 | +14.1% | 2,460 | 0.0% | 0.05% | -5.3% |
| Q2 2018 | $205,000 | +0.5% | 2,460 | -2.0% | 0.06% | -1.7% |
| Q1 2018 | $204,000 | +0.5% | 2,510 | +2.0% | 0.06% | +1.8% |
| Q4 2017 | $203,000 | +1.0% | 2,460 | 0.0% | 0.06% | +3.6% |
| Q3 2017 | $201,000 | -1.5% | 2,460 | -10.5% | 0.06% | -15.4% |
| Q1 2017 | $204,000 | -25.3% | 2,750 | -27.4% | 0.06% | -26.1% |
| Q3 2016 | $273,000 | +0.4% | 3,790 | 0.0% | 0.09% | -10.2% |
| Q2 2016 | $272,000 | – | 3,790 | – | 0.10% | – |
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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% |