SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 893 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $207,000 | -2.8% | 1,509 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $213,000 | -20.8% | 1,509 | -50.3% | 0.02% | -65.1% |
| Q1 2020 | $269,000 | -13.2% | 3,039 | 0.0% | 0.04% | +10.3% |
| Q4 2019 | $310,000 | +43.5% | 3,039 | +26.8% | 0.04% | +30.0% |
| Q3 2019 | $216,000 | -23.4% | 2,396 | -21.2% | 0.03% | -23.1% |
| Q2 2019 | $282,000 | +4.4% | 3,039 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $270,000 | +5.9% | 3,039 | +3.2% | 0.04% | -9.3% |
| Q4 2018 | $255,000 | -21.1% | 2,944 | -13.4% | 0.04% | -14.0% |
| Q3 2018 | $323,000 | +8.0% | 3,399 | -5.0% | 0.05% | +2.0% |
| Q2 2018 | $299,000 | – | 3,577 | – | 0.05% | – |
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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% |