SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 448 filers reported holding SELECT SECTOR SPDR TR in Q3 2014. The put-call ratio across all filers is 2.61 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $159,000 | -31.2% | 2,400 | -22.6% | 0.39% | -16.9% |
| Q2 2015 | $231,000 | +11.6% | 3,100 | +8.8% | 0.47% | +19.7% |
| Q1 2015 | $207,000 | +27.8% | 2,850 | +20.0% | 0.39% | +34.0% |
| Q4 2014 | $162,000 | +6.6% | 2,375 | 0.0% | 0.29% | +29.9% |
| Q3 2014 | $152,000 | +5.6% | 2,375 | 0.0% | 0.22% | +31.8% |
| Q2 2014 | $144,000 | +3.6% | 2,375 | 0.0% | 0.17% | +42.9% |
| Q1 2014 | $139,000 | +32.4% | 2,375 | +25.0% | 0.12% | +83.1% |
| Q4 2013 | $105,000 | – | 1,900 | – | 0.06% | – |
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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% |