SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 624 filers reported holding SELECT SECTOR SPDR TR in Q4 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,311,000 | +22054.5% | 51,891 | +14435.3% | 1.46% | +12091.7% |
| Q2 2019 | $33,000 | 0.0% | 357 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $33,000 | +10.0% | 357 | +4.1% | 0.01% | -33.3% |
| Q4 2018 | $30,000 | -9.1% | 343 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $33,000 | +13.8% | 343 | 0.0% | 0.02% | +12.5% |
| Q2 2018 | $29,000 | +3.6% | 343 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $28,000 | 0.0% | 343 | 0.0% | 0.02% | +6.7% |
| Q4 2017 | $28,000 | 0.0% | 343 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $28,000 | +3.7% | 343 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $27,000 | +3.8% | 343 | 0.0% | 0.02% | -5.9% |
| Q1 2017 | $26,000 | -39.5% | 343 | -44.7% | 0.02% | -45.2% |
| Q4 2016 | $43,000 | 0.0% | 620 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $43,000 | -20.4% | 620 | -17.2% | 0.03% | -18.4% |
| Q2 2016 | $54,000 | – | 749 | – | 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% |