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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $859,000 | -21.6% | 7,092 | -17.0% | 0.08% | -17.3% |
| Q2 2022 | $1,096,000 | +12.4% | 8,545 | +20.1% | 0.10% | +40.0% |
| Q1 2022 | $975,000 | -0.7% | 7,114 | -7.8% | 0.07% | -9.1% |
| Q4 2021 | $982,000 | 0.0% | 7,714 | 0.0% | 0.08% | -14.4% |
| Q3 2021 | $982,000 | +2.4% | 7,714 | +1.3% | 0.09% | +25.0% |
| Q2 2021 | $959,000 | +6.4% | 7,614 | -1.3% | 0.07% | -7.7% |
| Q1 2021 | $901,000 | +2.5% | 7,714 | -0.5% | 0.08% | -2.5% |
| Q4 2020 | $879,000 | +12.5% | 7,749 | +4.6% | 0.08% | -2.4% |
| Q3 2020 | $781,000 | +11.6% | 7,405 | +5.9% | 0.08% | +2.5% |
| Q2 2020 | $700,000 | +15.3% | 6,993 | +2.0% | 0.08% | -10.1% |
| Q1 2020 | $607,000 | -12.3% | 6,858 | +1.0% | 0.09% | +6.0% |
| Q4 2019 | $692,000 | +14.2% | 6,793 | +1.0% | 0.08% | +6.3% |
| Q3 2019 | $606,000 | -2.7% | 6,723 | 0.0% | 0.08% | -9.2% |
| Q2 2019 | $623,000 | -0.3% | 6,723 | -1.3% | 0.09% | -3.3% |
| Q1 2019 | $625,000 | +7.4% | 6,814 | +1.4% | 0.09% | -5.3% |
| Q4 2018 | $582,000 | -9.1% | 6,723 | 0.0% | 0.10% | +4.4% |
| Q3 2018 | $640,000 | +14.1% | 6,723 | 0.0% | 0.09% | +7.1% |
| Q2 2018 | $561,000 | +2.6% | 6,723 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $547,000 | +155.6% | 6,723 | +126.4% | 0.08% | +80.9% |
| Q3 2016 | $214,000 | -14.4% | 2,970 | -14.9% | 0.05% | -16.1% |
| Q2 2016 | $250,000 | – | 3,491 | – | 0.06% | – |
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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% |