SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 686 filers reported holding SELECT SECTOR SPDR TR in Q2 2017. The put-call ratio across all filers is 0.86 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $387,567 | +2.1% | 2,994 | +7.1% | 0.09% | +1.1% |
| Q4 2022 | $379,708 | +5.5% | 2,795 | -6.0% | 0.09% | 0.0% |
| Q3 2022 | $360,000 | -98.6% | 2,973 | -99.0% | 0.09% | -98.8% |
| Q3 2017 | $25,043,000 | +104.0% | 311,136 | +100.9% | 7.80% | +0.3% |
| Q2 2017 | $12,273,000 | +9.6% | 154,880 | +2.9% | 7.78% | +24.4% |
| Q1 2017 | $11,193,000 | -33.7% | 150,526 | -38.6% | 6.25% | -34.6% |
| Q4 2016 | $16,887,000 | -7.3% | 244,960 | -3.1% | 9.55% | -19.4% |
| Q3 2016 | $18,222,000 | +2.8% | 252,699 | +2.2% | 11.84% | -1.9% |
| Q2 2016 | $17,724,000 | +6.9% | 247,184 | +1.0% | 12.08% | +18.5% |
| Q1 2016 | $16,586,000 | +4.4% | 244,708 | +11.0% | 10.19% | -2.5% |
| Q4 2015 | $15,884,000 | – | 220,524 | – | 10.45% | – |
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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% |