SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 760 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $686,000 | -9.4% | 5,346 | -3.4% | 1.23% | +7.8% |
| Q1 2022 | $757,000 | -35.6% | 5,532 | -33.7% | 1.14% | +27.0% |
| Q4 2021 | $1,176,000 | -41.2% | 8,347 | -46.8% | 0.90% | +79.1% |
| Q3 2021 | $1,999,000 | +23.9% | 15,701 | +13.6% | 0.50% | +12.1% |
| Q1 2021 | $1,614,000 | +34.2% | 13,826 | +30.4% | 0.45% | +28.4% |
| Q4 2020 | $1,203,000 | +2406.2% | 10,603 | +2008.0% | 0.35% | +3072.7% |
| Q3 2018 | $48,000 | +14.3% | 503 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $42,000 | +2.4% | 503 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $41,000 | -38.8% | 503 | -40.3% | 0.01% | -44.4% |
| Q2 2017 | $67,000 | +15.5% | 843 | 0.0% | 0.02% | +5.9% |
| Q4 2016 | $58,000 | -4.9% | 843 | 0.0% | 0.02% | -5.6% |
| Q3 2016 | $61,000 | +1.7% | 843 | 0.0% | 0.02% | -5.3% |
| Q2 2016 | $60,000 | +5.3% | 843 | 0.0% | 0.02% | -5.0% |
| Q1 2016 | $57,000 | +137.5% | 843 | +147.9% | 0.02% | +122.2% |
| Q4 2015 | $24,000 | +4.3% | 340 | -0.3% | 0.01% | 0.0% |
| Q3 2015 | $23,000 | -8.0% | 341 | +0.3% | 0.01% | -10.0% |
| Q2 2015 | $25,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $25,000 | – | 340 | – | 0.01% | – |
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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% |