Carroll Financial Associates, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 760 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.6%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$223,000
+36.0%
1,588
+23.2%
0.01%
+33.3%
Q3 2021$164,000
-51.3%
1,289
-51.9%
0.01%
-52.6%
Q2 2021$337,000
+134.0%
2,680
+117.0%
0.02%
+111.1%
Q1 2021$144,000
+5.1%
1,235
+1.8%
0.01%0.0%
Q4 2020$137,000
+7.9%
1,2130.0%0.01%
-10.0%
Q3 2020$127,000
+5.0%
1,2130.0%0.01%0.0%
Q2 2020$121,000
+9.0%
1,213
-3.3%
0.01%
-9.1%
Q1 2020$111,000
-12.6%
1,254
+0.6%
0.01%
+10.0%
Q4 2019$127,000
+13.4%
1,2470.0%0.01%0.0%
Q3 2019$112,000
-2.6%
1,2470.0%0.01%0.0%
Q2 2019$115,000
-83.7%
1,247
-83.8%
0.01%
-84.8%
Q1 2019$707,000
+124.4%
7,713
+110.7%
0.07%
+88.6%
Q4 2018$315,000
-7.4%
3,660
+2.3%
0.04%
-2.8%
Q3 2018$340,000
+35.5%
3,576
+18.8%
0.04%
+33.3%
Q2 2018$251,000
+28.1%
3,011
+24.5%
0.03%
+22.7%
Q1 2018$196,000
+2.6%
2,419
+4.4%
0.02%
+4.8%
Q4 2017$191,000
-0.5%
2,3180.0%0.02%
-4.5%
Q3 2017$192,000
+5.5%
2,318
+0.7%
0.02%0.0%
Q2 2017$182,000
-2.2%
2,301
-8.3%
0.02%
-8.3%
Q1 2017$186,000
+6.3%
2,510
-1.4%
0.02%
-4.0%
Q4 2016$175,000
-4.4%
2,5450.0%0.02%
-7.4%
Q3 2016$183,000
-7.6%
2,545
-8.2%
0.03%
-18.2%
Q2 2016$198,000
+5.9%
2,7730.0%0.03%
-5.7%
Q1 2016$187,000
+28.1%
2,773
+36.2%
0.04%
+16.7%
Q4 2015$146,000
+5.0%
2,0360.0%0.03%
-3.2%
Q3 2015$139,000
-3.5%
2,036
+5.1%
0.03%
-3.1%
Q2 2015$144,000
+6.7%
1,937
+3.7%
0.03%
-45.8%
Q1 2015$135,000
-6.2%
1,868
-10.1%
0.06%
-35.9%
Q4 2014$144,000
+125.0%
2,077
+118.9%
0.09%
+360.0%
Q3 2014$64,000
+3.2%
949
-6.9%
0.02%
+17.6%
Q2 2014$62,000
+1.6%
1,019
-2.9%
0.02%
-15.0%
Q1 2014$61,000
+19.6%
1,049
+12.6%
0.02%
+11.1%
Q4 2013$51,000
+8.5%
9320.0%0.02%0.0%
Q3 2013$47,0009320.0%0.02%
Q2 2013$09320.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2018
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 151,893$19,554,70115.13%
Yelin Lapidot Holdings Management Ltd. 180,426$22,048,38613.11%
WestEnd Advisors, LLC 3,340,501$430,055,99812.93%
Biltmore Wealth Management, LLC 158,153$20,360,5709.83%
Granite Bay Wealth Management, LLC 7,242,699$961,9059.44%
Conservest Capital Advisors, Inc. 556,312$71,619,6548.64%
J.Safra Asset Management Corp 455,172$58,598,8438.54%
Advocacy Wealth Management Services, LLC 559,897$72,081,1508.02%
MBB PUBLIC MARKETS I LLC 1,008,446$129,827,3387.86%
CTC Alternative Strategies, Ltd. 31,900$4,106,8067.75%
View complete list of SELECT SECTOR SPDR TR shareholders