SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 893 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,181,000 | +6.6% | 10,115 | +3.6% | 0.31% | +1.6% |
| Q4 2020 | $1,108,000 | +14.7% | 9,764 | +6.6% | 0.31% | +3.3% |
| Q3 2020 | $966,000 | +4.3% | 9,162 | -1.1% | 0.30% | -3.2% |
| Q2 2020 | $926,000 | +13.6% | 9,266 | +0.7% | 0.31% | -8.6% |
| Q1 2020 | $815,000 | -14.3% | 9,202 | -0.8% | 0.34% | +3.4% |
| Q4 2019 | $951,000 | +14.7% | 9,276 | +0.9% | 0.33% | +6.5% |
| Q3 2019 | $829,000 | +3.5% | 9,195 | +6.4% | 0.31% | +3.0% |
| Q2 2019 | $801,000 | -21.7% | 8,644 | -22.5% | 0.30% | -21.8% |
| Q1 2019 | $1,023,000 | +14.3% | 11,152 | +7.7% | 0.38% | +2.7% |
| Q4 2018 | $895,000 | +12.3% | 10,351 | +23.5% | 0.37% | +31.6% |
| Q3 2018 | $797,000 | +74.8% | 8,384 | +53.5% | 0.28% | +62.1% |
| Q2 2018 | $456,000 | +67.6% | 5,462 | +59.3% | 0.17% | +58.2% |
| Q1 2018 | $272,000 | – | 3,428 | – | 0.11% | – |
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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% |