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 2021 | $1,310,000 | +5.9% | 9,301 | -4.3% | 0.10% | -2.0% |
| Q3 2021 | $1,237,000 | -0.4% | 9,714 | -1.5% | 0.10% | 0.0% |
| Q2 2021 | $1,242,000 | -3.3% | 9,862 | -10.3% | 0.10% | -10.9% |
| Q1 2021 | $1,284,000 | -19.9% | 10,995 | -22.1% | 0.11% | -27.6% |
| Q4 2020 | $1,602,000 | -33.3% | 14,123 | -38.0% | 0.15% | -39.4% |
| Q3 2020 | $2,401,000 | +1.7% | 22,763 | -3.5% | 0.25% | +0.4% |
| Q2 2020 | $2,360,000 | +4.4% | 23,587 | -7.6% | 0.25% | +5.0% |
| Q1 2020 | $2,261,000 | -21.5% | 25,521 | -9.7% | 0.24% | -5.6% |
| Q4 2019 | $2,879,000 | +12.2% | 28,266 | -0.7% | 0.25% | +0.4% |
| Q3 2019 | $2,566,000 | -2.6% | 28,472 | +0.1% | 0.25% | -5.3% |
| Q2 2019 | $2,635,000 | +1.0% | 28,444 | +0.1% | 0.26% | +0.8% |
| Q1 2019 | $2,608,000 | +5.2% | 28,420 | -0.8% | 0.26% | -7.4% |
| Q4 2018 | $2,478,000 | -10.8% | 28,643 | -1.9% | 0.28% | -0.4% |
| Q3 2018 | $2,777,000 | +8.6% | 29,187 | -4.7% | 0.28% | +5.2% |
| Q2 2018 | $2,557,000 | +1.5% | 30,637 | -1.0% | 0.27% | -4.2% |
| Q1 2018 | $2,519,000 | -9.9% | 30,949 | -8.5% | 0.28% | -12.7% |
| Q4 2017 | $2,797,000 | – | 33,834 | – | 0.32% | – |
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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% |