SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 421 filers reported holding SELECT SECTOR SPDR TR in Q1 2014. The put-call ratio across all filers is 2.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $622,000 | -51.9% | 7,190 | -47.0% | 0.25% | -40.5% |
| Q3 2018 | $1,292,000 | +22.6% | 13,578 | +7.5% | 0.42% | +17.6% |
| Q2 2018 | $1,054,000 | +15.4% | 12,629 | +11.7% | 0.35% | +19.7% |
| Q1 2018 | $913,000 | +0.8% | 11,305 | +3.2% | 0.30% | +17.1% |
| Q4 2017 | $906,000 | +34.4% | 10,959 | +33.0% | 0.25% | +28.6% |
| Q3 2017 | $674,000 | +3.9% | 8,241 | +0.6% | 0.20% | +3.7% |
| Q2 2017 | $649,000 | +28.0% | 8,189 | +9.5% | 0.19% | +5.6% |
| Q1 2016 | $507,000 | -42.1% | 7,481 | -36.5% | 0.18% | -38.9% |
| Q2 2015 | $876,000 | -5.1% | 11,773 | -7.5% | 0.29% | +1.0% |
| Q1 2015 | $923,000 | -20.4% | 12,731 | -24.9% | 0.29% | -20.8% |
| Q4 2014 | $1,159,000 | +16.4% | 16,961 | +8.8% | 0.37% | +33.6% |
| Q3 2014 | $996,000 | – | 15,590 | +1558900.0% | 0.27% | – |
| Q2 2014 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2013 | $1,543,000 | +621.0% | 27,834 | +558.8% | 0.41% | +502.9% |
| Q3 2013 | $214,000 | -82.6% | 4,225 | -83.7% | 0.07% | -85.3% |
| Q2 2013 | $1,231,000 | – | 25,858 | – | 0.46% | – |
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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% |