SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 686 filers reported holding SELECT SECTOR SPDR TR in Q2 2017. The put-call ratio across all filers is 0.86 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $580,298 | +12.7% | 4,508 | +16.2% | 0.13% | +8.2% |
| Q2 2023 | $514,899 | -2.5% | 3,879 | -4.9% | 0.12% | -2.4% |
| Q1 2023 | $527,959 | -61.4% | 4,078 | -75.3% | 0.12% | -83.3% |
| Q4 2017 | $1,366,000 | +2.9% | 16,516 | +2.7% | 0.75% | -4.0% |
| Q3 2017 | $1,328,000 | +5.1% | 16,081 | +1.1% | 0.78% | +0.6% |
| Q2 2017 | $1,264,000 | +10.5% | 15,907 | +3.4% | 0.77% | -7.1% |
| Q1 2017 | $1,144,000 | +326.9% | 15,383 | +313.5% | 0.83% | +254.5% |
| Q3 2016 | $268,000 | -12.1% | 3,720 | -8.4% | 0.24% | -23.2% |
| Q2 2016 | $305,000 | – | 4,060 | – | 0.31% | – |
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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% |