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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $199,096 | +9.8% | 1,547 | +13.2% | 0.02% | +11.1% |
| Q2 2023 | $181,376 | +2.2% | 1,367 | -0.3% | 0.02% | -5.3% |
| Q1 2023 | $177,504 | +0.5% | 1,371 | +5.5% | 0.02% | -9.5% |
| Q4 2022 | $176,537 | +9.0% | 1,300 | -2.7% | 0.02% | -8.7% |
| Q3 2022 | $162,000 | +575.0% | 1,336 | +614.4% | 0.02% | +475.0% |
| Q2 2022 | $24,000 | +4.3% | 187 | +11.3% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | -14.8% | 168 | -11.1% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +12.5% | 189 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $24,000 | -44.2% | 189 | -44.7% | 0.01% | -50.0% |
| Q2 2021 | $43,000 | +7.5% | 342 | -0.6% | 0.01% | -16.7% |
| Q1 2021 | $40,000 | +8.1% | 344 | +5.2% | 0.01% | -7.7% |
| Q4 2020 | $37,000 | +8.8% | 327 | +0.3% | 0.01% | -7.1% |
| Q3 2020 | $34,000 | +13.3% | 326 | +6.9% | 0.01% | 0.0% |
| Q2 2020 | $30,000 | +150.0% | 305 | +131.1% | 0.01% | +75.0% |
| Q1 2020 | $12,000 | +50.0% | 132 | +65.0% | 0.01% | +60.0% |
| Q4 2019 | $8,000 | +14.3% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 80 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $7,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $7,000 | – | 80 | – | 0.01% | – |
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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% |