SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 747 filers reported holding SELECT SECTOR SPDR TR in Q2 2018. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $797,287 | +133.5% | 6,193 | +140.7% | 0.07% | +127.6% |
| Q2 2023 | $341,514 | -29.4% | 2,573 | -32.3% | 0.03% | -17.1% |
| Q3 2021 | $484,000 | -59.4% | 3,800 | -63.8% | 0.04% | -43.5% |
| Q4 2020 | $1,191,000 | +2.0% | 10,500 | -22.2% | 0.06% | -7.5% |
| Q4 2018 | $1,168,000 | +309.8% | 13,500 | +350.0% | 0.07% | +191.3% |
| Q3 2018 | $285,000 | -65.9% | 3,000 | -70.0% | 0.02% | -74.2% |
| Q2 2018 | $835,000 | -46.0% | 10,000 | -47.4% | 0.09% | -31.5% |
| Q1 2018 | $1,547,000 | +388.0% | 19,000 | +313.0% | 0.13% | +261.1% |
| Q4 2016 | $317,000 | -5.7% | 4,600 | -45.2% | 0.04% | +50.0% |
| Q4 2012 | $336,000 | – | 8,400 | – | 0.02% | – |
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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% |