SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 760 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,524 | -8.0% | 2,513 | -5.1% | 0.04% | 0.0% |
| Q2 2023 | $351,469 | +2.5% | 2,648 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $342,810 | +4.2% | 2,648 | +10.4% | 0.04% | +12.1% |
| Q1 2022 | $329,000 | -2.7% | 2,399 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $338,000 | +7.0% | 2,399 | -3.3% | 0.03% | +3.0% |
| Q3 2021 | $316,000 | -5.7% | 2,481 | -6.6% | 0.03% | -8.3% |
| Q2 2021 | $335,000 | +8.1% | 2,657 | 0.0% | 0.04% | -7.7% |
| Q1 2021 | $310,000 | +3775.0% | 2,657 | +2885.4% | 0.04% | +1200.0% |
| Q1 2019 | $8,000 | -98.3% | 89 | -98.3% | 0.00% | -98.5% |
| Q3 2018 | $484,000 | +6814.3% | 5,088 | +5616.9% | 0.20% | +6633.3% |
| Q2 2018 | $7,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | – | 89 | – | 0.00% | – |
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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% |