Ken Stern & Associates, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 560 filers reported holding SELECT SECTOR SPDR TR in Q2 2016. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2018$4,469,000
+13.3%
46,965
-0.7%
1.94%
+6.8%
Q2 2018$3,946,000
+0.9%
47,279
-1.6%
1.82%
+5.7%
Q1 2018$3,909,000
-1.5%
48,024
+0.1%
1.72%
-0.4%
Q4 2017$3,968,000
-1.3%
47,994
-2.4%
1.73%
-2.7%
Q3 2017$4,020,000
+2.3%
49,160
-0.8%
1.78%
-0.8%
Q2 2017$3,930,000
+4.2%
49,555
-0.8%
1.79%
+1.3%
Q1 2017$3,773,000
-42.2%
49,968
-48.1%
1.77%
-60.9%
Q1 2016$6,531,000
+3.8%
96,358
+10.3%
4.53%
+7.3%
Q4 2015$6,293,000
+10.6%
87,368
+14.2%
4.22%
+2.6%
Q2 2015$5,692,000
+8.7%
76,505
+5.9%
4.12%
+4.7%
Q1 2015$5,237,000
+14.8%
72,232
+8.3%
3.93%
+10.8%
Q4 2014$4,560,00066,6923.55%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2016
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 151,893$19,554,70115.13%
Yelin Lapidot Holdings Management Ltd. 180,426$22,048,38613.11%
WestEnd Advisors, LLC 3,340,501$430,055,99812.93%
Biltmore Wealth Management, LLC 158,153$20,360,5709.83%
Granite Bay Wealth Management, LLC 7,242,699$961,9059.44%
Conservest Capital Advisors, Inc. 556,312$71,619,6548.64%
J.Safra Asset Management Corp 455,172$58,598,8438.54%
Advocacy Wealth Management Services, LLC 559,897$72,081,1508.02%
MBB PUBLIC MARKETS I LLC 1,008,446$129,827,3387.86%
CTC Alternative Strategies, Ltd. 31,900$4,106,8067.75%
View complete list of SELECT SECTOR SPDR TR shareholders