SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 802 filers reported holding SELECT SECTOR SPDR TR in Q3 2018. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,238 | -11.7% | 266 | -8.9% | 0.00% | -20.0% |
| Q2 2023 | $38,753 | +13.4% | 292 | +10.6% | 0.01% | +25.0% |
| Q1 2023 | $34,177 | -29.1% | 264 | -25.6% | 0.00% | -20.0% |
| Q4 2022 | $48,238 | +50.7% | 355 | +35.5% | 0.01% | +25.0% |
| Q3 2022 | $32,000 | -5.9% | 262 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | +750.0% | 261 | +800.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | -99.3% | 29 | -99.3% | 0.00% | -100.0% |
| Q3 2021 | $555,000 | +1.5% | 4,359 | +0.3% | 0.05% | +2.0% |
| Q2 2021 | $547,000 | +8.3% | 4,344 | +0.4% | 0.05% | -3.8% |
| Q1 2021 | $505,000 | +3.3% | 4,328 | +0.3% | 0.05% | -5.4% |
| Q4 2020 | $489,000 | +7.9% | 4,313 | +0.4% | 0.06% | -9.7% |
| Q3 2020 | $453,000 | +5.8% | 4,295 | +0.4% | 0.06% | -1.6% |
| Q2 2020 | $428,000 | +13.5% | 4,278 | +0.4% | 0.06% | -4.5% |
| Q1 2020 | $377,000 | -12.1% | 4,259 | +1.1% | 0.07% | -8.3% |
| Q4 2019 | $429,000 | +13.5% | 4,211 | +0.4% | 0.07% | +4.3% |
| Q3 2019 | $378,000 | -2.3% | 4,194 | +0.4% | 0.07% | -4.2% |
| Q2 2019 | $387,000 | +1.3% | 4,177 | +0.4% | 0.07% | -4.0% |
| Q1 2019 | $382,000 | -2.8% | 4,159 | -8.3% | 0.08% | -16.7% |
| Q4 2018 | $393,000 | 0.0% | 4,537 | +10.0% | 0.09% | +1.1% |
| Q3 2018 | $393,000 | +14.6% | 4,125 | +0.4% | 0.09% | -3.3% |
| Q2 2018 | $343,000 | +3.0% | 4,109 | +0.4% | 0.09% | -4.2% |
| Q1 2018 | $333,000 | -1.2% | 4,094 | +0.4% | 0.10% | +7.9% |
| Q4 2017 | $337,000 | +1.5% | 4,079 | +0.4% | 0.09% | -4.3% |
| Q3 2017 | $332,000 | +10.7% | 4,063 | +0.8% | 0.09% | 0.0% |
| Q1 2017 | $300,000 | -3.5% | 4,032 | -10.8% | 0.09% | +1.1% |
| Q4 2016 | $311,000 | – | 4,518 | – | 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% |