SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 516 filers reported holding SELECT SECTOR SPDR TR in Q4 2014. The put-call ratio across all filers is 2.99 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,356,405 | +5.0% | 10,536 | +8.3% | 0.02% | +9.1% |
Q2 2023 | $1,291,330 | -9.2% | 9,729 | -11.4% | 0.02% | -15.4% |
Q1 2023 | $1,422,377 | -0.8% | 10,987 | +4.1% | 0.03% | -3.7% |
Q4 2022 | $1,434,440 | +32.2% | 10,559 | +17.9% | 0.03% | +8.0% |
Q3 2022 | $1,085,000 | -6.5% | 8,959 | -1.0% | 0.02% | -3.8% |
Q2 2022 | $1,161,000 | -6.4% | 9,052 | -0.1% | 0.03% | +8.3% |
Q1 2022 | $1,241,000 | -30.0% | 9,062 | -27.9% | 0.02% | -29.4% |
Q4 2021 | $1,772,000 | +31.7% | 12,577 | +19.0% | 0.03% | +25.9% |
Q3 2021 | $1,345,000 | -23.2% | 10,568 | -24.0% | 0.03% | -22.9% |
Q2 2021 | $1,752,000 | -6.4% | 13,914 | -13.2% | 0.04% | -14.6% |
Q1 2021 | $1,872,000 | -19.1% | 16,034 | -21.4% | 0.04% | -22.6% |
Q4 2020 | $2,315,000 | +4.8% | 20,409 | -2.5% | 0.05% | -3.6% |
Q3 2020 | $2,209,000 | +3.7% | 20,943 | -1.6% | 0.06% | -1.8% |
Q2 2020 | $2,130,000 | +13.5% | 21,288 | +0.5% | 0.06% | -13.8% |
Q1 2020 | $1,877,000 | -15.8% | 21,186 | -3.2% | 0.06% | +6.6% |
Q4 2019 | $2,229,000 | +9.3% | 21,880 | -3.3% | 0.06% | 0.0% |
Q3 2019 | $2,040,000 | -3.5% | 22,629 | -0.9% | 0.06% | -6.2% |
Q2 2019 | $2,115,000 | +13.7% | 22,830 | +12.6% | 0.06% | +14.0% |
Q1 2019 | $1,860,000 | +5.0% | 20,270 | -1.0% | 0.06% | -13.6% |
Q4 2018 | $1,772,000 | -4.1% | 20,473 | +5.4% | 0.07% | +13.8% |
Q3 2018 | $1,848,000 | +13.9% | 19,427 | -0.1% | 0.06% | +16.0% |
Q2 2018 | $1,623,000 | -6.9% | 19,451 | -9.2% | 0.05% | -2.0% |
Q1 2018 | $1,743,000 | -4.3% | 21,424 | -2.8% | 0.05% | -12.1% |
Q4 2017 | $1,822,000 | -4.2% | 22,032 | -5.3% | 0.06% | -6.5% |
Q3 2017 | $1,901,000 | +4.1% | 23,257 | +0.8% | 0.06% | +1.6% |
Q2 2017 | $1,827,000 | +8.4% | 23,061 | +1.7% | 0.06% | +5.2% |
Q1 2017 | $1,686,000 | +2.7% | 22,678 | -4.8% | 0.06% | +3.6% |
Q4 2016 | $1,642,000 | -4.9% | 23,815 | -0.5% | 0.06% | -9.7% |
Q3 2016 | $1,727,000 | -18.5% | 23,944 | -18.9% | 0.06% | -21.5% |
Q2 2016 | $2,118,000 | +9.3% | 29,534 | +3.3% | 0.08% | +8.2% |
Q1 2016 | $1,938,000 | -23.0% | 28,598 | -18.2% | 0.07% | -23.2% |
Q4 2015 | $2,517,000 | -11.1% | 34,953 | -18.2% | 0.10% | -15.2% |
Q3 2015 | $2,830,000 | +7.5% | 42,723 | +20.8% | 0.11% | +14.3% |
Q2 2015 | $2,632,000 | +11.2% | 35,376 | +8.3% | 0.10% | +10.1% |
Q1 2015 | $2,367,000 | -0.7% | 32,653 | -6.3% | 0.09% | -3.3% |
Q4 2014 | $2,383,000 | +16.0% | 34,854 | +8.4% | 0.09% | +10.8% |
Q3 2014 | $2,055,000 | +53.6% | 32,159 | +46.2% | 0.08% | +53.7% |
Q2 2014 | $1,338,000 | +30.7% | 21,999 | +25.6% | 0.05% | +22.7% |
Q1 2014 | $1,024,000 | +140.9% | 17,522 | +128.9% | 0.04% | +131.6% |
Q4 2013 | $425,000 | +10.4% | 7,655 | +0.6% | 0.02% | 0.0% |
Q3 2013 | $385,000 | +26.6% | 7,611 | +19.1% | 0.02% | +18.8% |
Q2 2013 | $304,000 | – | 6,391 | – | 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% |