SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 917 filers reported holding SELECT SECTOR SPDR TR in Q1 2019. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $524,000 | -14.2% | 5,912 | -1.6% | 0.74% | +24.7% |
| Q4 2019 | $611,000 | +10.7% | 6,011 | -0.0% | 0.59% | -8.5% |
| Q3 2019 | $552,000 | +76.9% | 6,012 | +78.4% | 0.65% | +100.9% |
| Q2 2019 | $312,000 | +1.0% | 3,370 | 0.0% | 0.32% | -5.3% |
| Q1 2019 | $309,000 | -3.1% | 3,370 | -2.3% | 0.34% | -7.6% |
| Q4 2018 | $319,000 | 0.0% | 3,450 | 0.0% | 0.37% | +20.3% |
| Q3 2018 | $319,000 | +6.0% | 3,450 | 0.0% | 0.31% | +16.8% |
| Q2 2018 | $301,000 | +7.9% | 3,450 | 0.0% | 0.26% | +1.2% |
| Q1 2018 | $279,000 | -7.6% | 3,450 | 0.0% | 0.26% | -3.7% |
| Q4 2017 | $302,000 | – | 3,450 | – | 0.27% | – |
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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% |