SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 417 filers reported holding SELECT SECTOR SPDR TR in Q2 2014. The put-call ratio across all filers is 0.86 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $472,000 | +0.2% | 3,746 | -7.2% | 0.25% | +22.4% |
| Q1 2021 | $471,000 | +0.6% | 4,036 | -2.2% | 0.20% | -8.6% |
| Q4 2020 | $468,000 | -0.4% | 4,125 | -7.5% | 0.22% | -8.7% |
| Q3 2020 | $470,000 | +27.4% | 4,458 | +20.9% | 0.24% | +23.0% |
| Q2 2020 | $369,000 | +41.4% | 3,688 | +25.3% | 0.20% | +18.8% |
| Q1 2020 | $261,000 | -30.2% | 2,944 | -19.8% | 0.16% | -1.8% |
| Q4 2019 | $374,000 | +13.0% | 3,672 | +0.0% | 0.17% | +10.5% |
| Q3 2019 | $331,000 | +0.3% | 3,671 | +3.1% | 0.15% | 0.0% |
| Q2 2019 | $330,000 | +6.8% | 3,559 | +5.5% | 0.15% | +14.3% |
| Q1 2019 | $309,000 | +9.2% | 3,372 | +3.1% | 0.13% | 0.0% |
| Q4 2018 | $283,000 | -4.1% | 3,270 | +5.4% | 0.13% | +20.9% |
| Q3 2018 | $295,000 | +42.5% | 3,103 | +25.1% | 0.11% | +27.9% |
| Q2 2018 | $207,000 | -9.6% | 2,481 | -12.0% | 0.09% | +30.3% |
| Q1 2018 | $229,000 | +5.0% | 2,818 | +6.8% | 0.07% | +3.1% |
| Q4 2017 | $218,000 | +13.0% | 2,638 | +11.8% | 0.06% | -1.5% |
| Q3 2017 | $193,000 | +132.5% | 2,360 | +124.8% | 0.06% | +116.7% |
| Q2 2017 | $83,000 | +1085.7% | 1,050 | +854.5% | 0.03% | +650.0% |
| Q3 2014 | $7,000 | -46.2% | 110 | -47.6% | 0.00% | -33.3% |
| Q2 2014 | $13,000 | +8.3% | 210 | 0.0% | 0.01% | +50.0% |
| Q1 2014 | $12,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $12,000 | -7.7% | 210 | -18.3% | 0.00% | -20.0% |
| Q3 2013 | $13,000 | +8.3% | 257 | 0.0% | 0.01% | +25.0% |
| Q2 2013 | $12,000 | – | 257 | – | 0.00% | – |
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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% |