SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 421 filers reported holding SELECT SECTOR SPDR TR in Q1 2014. The put-call ratio across all filers is 2.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,473,000 | +41.2% | 21,544 | +32.1% | 0.52% | +41.6% |
| Q3 2014 | $1,043,000 | +37.2% | 16,314 | +30.5% | 0.36% | +38.3% |
| Q2 2014 | $760,000 | -54.5% | 12,499 | -56.3% | 0.26% | -17.8% |
| Q1 2014 | $1,672,000 | +179.1% | 28,570 | +164.3% | 0.32% | +28.9% |
| Q4 2013 | $599,000 | +281.5% | 10,810 | +248.3% | 0.25% | +215.2% |
| Q3 2013 | $157,000 | +36.5% | 3,104 | +28.2% | 0.08% | +2.6% |
| Q2 2013 | $115,000 | – | 2,421 | – | 0.08% | – |
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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% |