PHILLIPS FINANCIAL MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,629 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is 1.45 and the average weighting 0.6%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$53,928
-1.3%
3700.0%0.00%0.0%
Q1 2024$54,660
+8.3%
3700.0%0.00%0.0%
Q4 2023$50,461
+5.9%
3700.0%0.00%
-20.0%
Q3 2023$47,634
-3.0%
3700.0%0.01%0.0%
Q2 2023$49,110
+2.5%
3700.0%0.01%0.0%
Q1 2023$47,900
-4.7%
3700.0%0.01%0.0%
Q4 2022$50,264
+11.7%
3700.0%0.01%0.0%
Q3 2022$45,0003700.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
AGF Investments LLC 944,340$107,126,00012.72%
Main Management ETF Advisors, LLC 582,470$66,075,00010.34%
NIPPON LIFE INSURANCE CO 4,362,561$494,889,00010.27%
Annex Advisory Services, LLC 742,687$84,250,0008.25%
Conservest Capital Advisors, Inc. 508,795$57,718,0006.92%
Altus Wealth Management, LLC 77,885$8,835,0006.86%
Beaumont Capital Management, LLC 59,511$6,751,0006.75%
Swan Global Investments, LLC 1,541,611$174,880,0006.70%
Biltmore Wealth Management, LLC 110,079$12,487,0006.45%
CUMBERLAND ADVISORS INC 147,180$16,696,0006.12%
View complete list of SELECT SECTOR SPDR TR shareholders