SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 360 filers reported holding SELECT SECTOR SPDR TR in Q3 2013. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $358,000 | -5.8% | 5,600 | -13.8% | 0.38% | -19.0% |
| Q1 2014 | $380,000 | +27.1% | 6,500 | +20.4% | 0.46% | -21.5% |
| Q4 2013 | $299,000 | -69.8% | 5,400 | -72.4% | 0.59% | -68.0% |
| Q3 2013 | $991,000 | +205.9% | 19,600 | +188.2% | 1.84% | +79.0% |
| Q2 2013 | $324,000 | – | 6,800 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABANA LLC | 21,607 | $3,149,220 | 14.42% |
| Rockport Wealth LLC | 216,261 | $31,520,085 | 13.31% |
| Provident Co of the Employees of the Hebrew University LTD | 69,216 | $10,085,549 | 12.01% |
| WestEnd Advisors, LLC | 2,851,570 | $415,616,354 | 10.74% |
| IMZ Advisory Inc | 146,929 | $21,414,877 | 10.69% |
| Biltmore Wealth Management, LLC | 166,382 | $24,250,219 | 10.51% |
| Conservest Capital Advisors, Inc. | 521,735 | $77,075,923 | 8.31% |
| Harel Insurance Investments & Financial Services Ltd. | 2,823,615 | $411,542 | 7.75% |
| TIFF ADVISORY SERVICES, LLC | 149,621 | $21,807,261 | 7.52% |
| EAGLE WEALTH STRATEGIES LLC | 60,444 | $8,809,685 | 7.12% |