SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 917 filers reported holding SELECT SECTOR SPDR TR in Q1 2019. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $42,000 | +5.0% | 400 | 0.0% | 2.17% | -34.1% |
| Q2 2020 | $40,000 | +14.3% | 400 | 0.0% | 3.30% | -9.8% |
| Q1 2020 | $35,000 | -14.6% | 400 | 0.0% | 3.65% | +51.9% |
| Q4 2019 | $41,000 | +10.8% | 400 | 0.0% | 2.40% | +3779.0% |
| Q2 2019 | $37,000 | 0.0% | 400 | 0.0% | 0.06% | +40.9% |
| Q1 2019 | $37,000 | +5.7% | 400 | 0.0% | 0.04% | +175.0% |
| Q4 2018 | $35,000 | -7.9% | 400 | 0.0% | 0.02% | -36.0% |
| Q3 2018 | $38,000 | +5.6% | 400 | 0.0% | 0.02% | +38.9% |
| Q2 2018 | $36,000 | +9.1% | 400 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $33,000 | 0.0% | 400 | 0.0% | 0.02% | -14.3% |
| Q4 2017 | $33,000 | 0.0% | 400 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $33,000 | +3.1% | 400 | 0.0% | 0.02% | -4.5% |
| Q2 2017 | $32,000 | -66.3% | 400 | -68.5% | 0.02% | -69.0% |
| Q1 2017 | $95,000 | +239.3% | 1,271 | +217.8% | 0.07% | +129.0% |
| Q4 2016 | $28,000 | -3.4% | 400 | 0.0% | 0.03% | +19.2% |
| Q3 2016 | $29,000 | 0.0% | 400 | 0.0% | 0.03% | -3.7% |
| Q2 2016 | $29,000 | +7.4% | 400 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $27,000 | -3.6% | 400 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $28,000 | -31.7% | 400 | -27.1% | 0.03% | -18.2% |
| Q2 2015 | $41,000 | +2.5% | 549 | 0.0% | 0.03% | -31.2% |
| Q1 2015 | $40,000 | +5.3% | 549 | 0.0% | 0.05% | +37.1% |
| Q4 2014 | $38,000 | – | 549 | – | 0.04% | – |
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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% |