SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 711 filers reported holding SELECT SECTOR SPDR TR in Q3 2017. The put-call ratio across all filers is 1.37 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $755,000 | -4.3% | 6,234 | +1.3% | 0.17% | +7.5% |
| Q2 2022 | $789,000 | -3.3% | 6,155 | +3.3% | 0.16% | +4.5% |
| Q1 2022 | $816,000 | -31.4% | 5,959 | -29.5% | 0.15% | -8.9% |
| Q4 2021 | $1,190,000 | -7.6% | 8,448 | -16.5% | 0.17% | 0.0% |
| Q3 2021 | $1,288,000 | -3.2% | 10,119 | -4.2% | 0.17% | 0.0% |
| Q2 2021 | $1,330,000 | -35.3% | 10,558 | -40.1% | 0.17% | -38.1% |
| Q1 2021 | $2,057,000 | -20.6% | 17,618 | -22.9% | 0.27% | -23.7% |
| Q4 2020 | $2,592,000 | +9.4% | 22,847 | +1.7% | 0.36% | +0.3% |
| Q3 2020 | $2,370,000 | +10.0% | 22,468 | +4.4% | 0.36% | +1.4% |
| Q2 2020 | $2,155,000 | -50.0% | 21,531 | -55.8% | 0.35% | -56.2% |
| Q1 2020 | $4,314,000 | -3.1% | 48,698 | +11.5% | 0.80% | +21.5% |
| Q4 2019 | $4,450,000 | -12.2% | 43,687 | -22.3% | 0.66% | -11.5% |
| Q3 2019 | $5,067,000 | -24.0% | 56,224 | -21.9% | 0.75% | -16.4% |
| Q2 2019 | $6,667,000 | -10.4% | 71,968 | -11.2% | 0.90% | -10.2% |
| Q1 2019 | $7,439,000 | -0.6% | 81,074 | -6.3% | 1.00% | -13.1% |
| Q4 2018 | $7,484,000 | -10.1% | 86,505 | -1.2% | 1.15% | +4.0% |
| Q3 2018 | $8,329,000 | +28.4% | 87,533 | +12.6% | 1.10% | +12.2% |
| Q2 2018 | $6,487,000 | -14.7% | 77,725 | -16.8% | 0.98% | -14.6% |
| Q1 2018 | $7,603,000 | +6.8% | 93,397 | +8.5% | 1.15% | +9.3% |
| Q4 2017 | $7,117,000 | -10.4% | 86,075 | -11.5% | 1.05% | -24.0% |
| Q3 2017 | $7,947,000 | +6.5% | 97,231 | +3.3% | 1.38% | +12.9% |
| Q2 2017 | $7,463,000 | +43.6% | 94,112 | +34.6% | 1.23% | +28.9% |
| Q1 2017 | $5,198,000 | -9.0% | 69,902 | -15.6% | 0.95% | -21.1% |
| Q4 2016 | $5,709,000 | -1.1% | 82,808 | +3.5% | 1.21% | -1.7% |
| Q3 2016 | $5,770,000 | +37.1% | 80,010 | +36.3% | 1.23% | +31.1% |
| Q2 2016 | $4,208,000 | +0.7% | 58,687 | -4.8% | 0.94% | -0.6% |
| Q1 2016 | $4,180,000 | -8.3% | 61,666 | -2.5% | 0.94% | -7.4% |
| Q4 2015 | $4,558,000 | +16.2% | 63,277 | +6.8% | 1.02% | -3.5% |
| Q3 2015 | $3,923,000 | -5.7% | 59,228 | +6.0% | 1.06% | +1.3% |
| Q2 2015 | $4,158,000 | +14.9% | 55,893 | +12.0% | 1.04% | +8.8% |
| Q1 2015 | $3,619,000 | +414.1% | 49,919 | +385.1% | 0.96% | +403.7% |
| Q4 2014 | $704,000 | +19.9% | 10,291 | +12.1% | 0.19% | +14.5% |
| Q3 2014 | $587,000 | +41.1% | 9,181 | +34.2% | 0.17% | +110.1% |
| Q2 2014 | $416,000 | +8.9% | 6,843 | +4.7% | 0.08% | -30.1% |
| Q1 2014 | $382,000 | +5.5% | 6,535 | +0.0% | 0.11% | +21.5% |
| Q4 2013 | $362,000 | – | 6,534 | – | 0.09% | – |
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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% |