SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 747 filers reported holding SELECT SECTOR SPDR TR in Q2 2018. The put-call ratio across all filers is 1.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $77,163 | +24.5% | 568 | +10.9% | 0.01% | +16.7% |
| Q3 2022 | $62,000 | -6.1% | 512 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -44.5% | 512 | -41.0% | 0.01% | -40.0% |
| Q1 2022 | $119,000 | -2.5% | 868 | 0.0% | 0.01% | -28.6% |
| Q4 2021 | $122,000 | +10.9% | 868 | 0.0% | 0.01% | +27.3% |
| Q3 2021 | $110,000 | +0.9% | 868 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $109,000 | -3.5% | 868 | -10.3% | 0.01% | -15.4% |
| Q1 2021 | $113,000 | +15.3% | 968 | +11.5% | 0.01% | 0.0% |
| Q4 2020 | $98,000 | -34.7% | 868 | -39.0% | 0.01% | -43.5% |
| Q3 2020 | $150,000 | -24.2% | 1,424 | -28.0% | 0.02% | -32.4% |
| Q2 2020 | $198,000 | +5.3% | 1,979 | -6.7% | 0.03% | -19.0% |
| Q1 2020 | $188,000 | +100.0% | 2,122 | +130.4% | 0.04% | +133.3% |
| Q4 2019 | $94,000 | +9.3% | 921 | -3.0% | 0.02% | 0.0% |
| Q3 2019 | $86,000 | -14.9% | 949 | -12.6% | 0.02% | -21.7% |
| Q2 2019 | $101,000 | +1.0% | 1,086 | +0.1% | 0.02% | -17.9% |
| Q1 2019 | $100,000 | +6.4% | 1,085 | +0.1% | 0.03% | -46.2% |
| Q4 2018 | $94,000 | +16.0% | 1,084 | +26.6% | 0.05% | +108.0% |
| Q3 2018 | $81,000 | +35.0% | 856 | +19.6% | 0.02% | +19.0% |
| Q2 2018 | $60,000 | +3.4% | 716 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $58,000 | +23.4% | 716 | +25.2% | 0.02% | +22.2% |
| Q4 2017 | $47,000 | – | 572 | – | 0.02% | – |
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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% |