SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 802 filers reported holding SELECT SECTOR SPDR TR in Q3 2018. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $261,000 | -4.4% | 2,046 | -5.7% | 0.06% | +1.7% |
| Q2 2021 | $273,000 | -5.2% | 2,170 | -12.0% | 0.06% | -15.7% |
| Q1 2021 | $288,000 | -1.4% | 2,466 | -4.3% | 0.07% | +2.9% |
| Q4 2020 | $292,000 | +5.4% | 2,576 | -1.8% | 0.07% | -2.9% |
| Q3 2020 | $277,000 | -5.8% | 2,622 | -10.9% | 0.07% | -5.4% |
| Q2 2020 | $294,000 | -15.3% | 2,942 | -25.0% | 0.07% | -50.0% |
| Q1 2020 | $347,000 | -20.2% | 3,921 | -8.2% | 0.15% | -0.7% |
| Q4 2019 | $435,000 | +13.0% | 4,269 | 0.0% | 0.15% | -7.5% |
| Q3 2019 | $385,000 | -20.9% | 4,269 | -18.7% | 0.16% | -18.3% |
| Q2 2019 | $487,000 | -25.8% | 5,254 | -26.5% | 0.20% | -34.3% |
| Q1 2019 | $656,000 | +6.1% | 7,149 | 0.0% | 0.30% | -15.3% |
| Q4 2018 | $618,000 | +10.4% | 7,149 | +21.5% | 0.35% | -3.5% |
| Q3 2018 | $560,000 | +7.9% | 5,882 | -5.4% | 0.37% | +6.4% |
| Q2 2018 | $519,000 | +15.6% | 6,217 | +12.6% | 0.34% | +40.2% |
| Q1 2018 | $449,000 | -1.5% | 5,520 | 0.0% | 0.25% | +2.5% |
| Q4 2017 | $456,000 | -6.9% | 5,520 | -8.0% | 0.24% | -11.8% |
| Q3 2017 | $490,000 | -17.5% | 5,999 | -20.0% | 0.27% | -20.7% |
| Q2 2017 | $594,000 | +3.8% | 7,499 | -2.6% | 0.34% | +8.5% |
| Q1 2017 | $572,000 | +7.7% | 7,699 | 0.0% | 0.32% | +8.6% |
| Q4 2016 | $531,000 | – | 7,699 | – | 0.29% | – |
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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% |