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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $238,145 | +5.4% | 1,753 | -6.0% | 0.07% | 0.0% |
Q3 2022 | $226,000 | -5.4% | 1,865 | 0.0% | 0.07% | -4.1% |
Q2 2022 | $239,000 | -6.3% | 1,865 | 0.0% | 0.07% | +4.2% |
Q1 2022 | $255,000 | -3.0% | 1,865 | 0.0% | 0.07% | -10.1% |
Q4 2021 | $263,000 | +11.0% | 1,865 | 0.0% | 0.08% | +2.6% |
Q3 2021 | $237,000 | +12.9% | 1,865 | +12.0% | 0.08% | +35.1% |
Q2 2021 | $210,000 | +8.2% | 1,665 | 0.0% | 0.06% | +5.6% |
Q1 2021 | $194,000 | +2.6% | 1,665 | 0.0% | 0.05% | -5.3% |
Q4 2020 | $189,000 | +31.2% | 1,665 | +22.0% | 0.06% | +23.9% |
Q3 2020 | $144,000 | +5.1% | 1,365 | 0.0% | 0.05% | -4.2% |
Q2 2020 | $137,000 | +13.2% | 1,365 | 0.0% | 0.05% | -4.0% |
Q1 2020 | $121,000 | +426.1% | 1,365 | +506.7% | 0.05% | +525.0% |
Q4 2019 | $23,000 | +15.0% | 225 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $20,000 | -56.5% | 225 | -53.8% | 0.01% | -57.9% |
Q2 2019 | $46,000 | +2.2% | 487 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $45,000 | +7.1% | 487 | 0.0% | 0.02% | -9.5% |
Q4 2018 | $42,000 | – | 487 | – | 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% |