SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 555 filers reported holding SELECT SECTOR SPDR TR in Q3 2016. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,514,000 | +22.2% | 19,102 | +14.6% | 0.34% | +3.6% |
| Q1 2017 | $1,239,000 | +4.1% | 16,666 | -3.4% | 0.33% | +13.4% |
| Q4 2016 | $1,190,000 | +90.1% | 17,261 | +98.7% | 0.29% | +86.5% |
| Q3 2016 | $626,000 | -1.3% | 8,685 | -1.7% | 0.16% | -7.7% |
| Q2 2016 | $634,000 | +4.1% | 8,838 | -1.6% | 0.17% | -4.0% |
| Q1 2016 | $609,000 | -20.4% | 8,981 | -15.5% | 0.18% | -23.1% |
| Q4 2015 | $765,000 | +4.1% | 10,627 | -4.3% | 0.23% | -0.4% |
| Q3 2015 | $735,000 | -5.0% | 11,105 | +6.7% | 0.23% | +8.0% |
| Q2 2015 | $774,000 | +8.6% | 10,410 | +5.8% | 0.21% | +7.0% |
| Q1 2015 | $713,000 | -0.6% | 9,835 | -6.2% | 0.20% | +37.2% |
| Q4 2014 | $717,000 | +14.5% | 10,487 | +7.0% | 0.14% | +21.8% |
| Q3 2014 | $626,000 | +6.5% | 9,798 | +1.4% | 0.12% | +8.2% |
| Q2 2014 | $588,000 | -10.1% | 9,659 | -13.6% | 0.11% | -16.7% |
| Q1 2014 | $654,000 | -65.4% | 11,183 | -67.2% | 0.13% | -50.9% |
| Q4 2013 | $1,889,000 | +62.1% | 34,066 | +48.0% | 0.27% | +49.4% |
| Q3 2013 | $1,165,000 | -71.7% | 23,022 | -73.4% | 0.18% | -73.7% |
| Q2 2013 | $4,117,000 | – | 86,480 | – | 0.68% | – |
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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% |