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 802 filers reported holding SELECT SECTOR SPDR TR in Q3 2018. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.

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 Q3 2018
NameSharesValueWeighting ↓
Optimum Quantvest Corp 342,378$31,718,00019.86%
Mizuho Trust & Banking Co., Ltd. 180,000$16,675,00016.65%
Susquehanna International Group Ltd. 168,696$15,627,00015.21%
TIFF ADVISORY SERVICES, LLC 217,079$20,110,00011.09%
CABANA LLC 689,838$62,148,0009.56%
Wechter Feldman Wealth Management, Inc. 139,012$12,878,0008.53%
Rothschild Capital Partners, LLC 176,704$16,370,0008.01%
Evolution Wealth Advisors, LLC 196,344$18,189,0007.86%
Biltmore Wealth Management, LLC 164,872$15,274,0007.65%
Hochman Cole Investment Advisors, Inc. 138,275$12,810,0007.64%
View complete list of SELECT SECTOR SPDR TR shareholders