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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $363,000 | -2.7% | 3,568 | -13.7% | 0.10% | -14.6% |
| Q3 2019 | $373,000 | +27.7% | 4,135 | +31.4% | 0.12% | +16.0% |
| Q2 2019 | $292,000 | -8.5% | 3,147 | -9.6% | 0.11% | -5.4% |
| Q1 2019 | $319,000 | -78.4% | 3,482 | -77.5% | 0.11% | -64.1% |
| Q3 2018 | $1,475,000 | +114.1% | 15,506 | +87.9% | 0.31% | -6.9% |
| Q2 2018 | $689,000 | +39.2% | 8,251 | +37.4% | 0.34% | +28.4% |
| Q1 2018 | $495,000 | +30.6% | 6,004 | +31.1% | 0.26% | +20.8% |
| Q4 2017 | $379,000 | – | 4,578 | – | 0.22% | – |
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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% |