Anchor Investment Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2023$43,505
-37.9%
319
-41.4%
0.01%
-44.4%
Q3 2023$70,035
-3.0%
5440.0%0.01%0.0%
Q2 2023$72,205
-18.1%
544
-20.1%
0.01%
-25.0%
Q1 2023$88,162
-4.7%
6810.0%0.01%
-7.7%
Q4 2022$92,514
+11.2%
681
-0.9%
0.01%0.0%
Q3 2022$83,203
-5.6%
6870.0%0.01%0.0%
Q2 2022$88,101
-24.6%
687
-19.5%
0.01%
-13.3%
Q1 2022$116,852
-2.8%
8530.0%0.02%0.0%
Q4 2021$120,179
+24.1%
853
+12.1%
0.02%
+15.4%
Q3 2021$96,875
+1.1%
7610.0%0.01%0.0%
Q2 2021$95,848
+7.9%
7610.0%0.01%
-7.1%
Q1 2021$88,839
+2.9%
7610.0%0.01%
-12.5%
Q4 2020$86,328
+5.5%
761
-1.9%
0.02%
-5.9%
Q3 2020$81,852
+5.4%
7760.0%0.02%0.0%
Q2 2020$77,654
+13.0%
7760.0%0.02%
-5.6%
Q1 2020$68,738
-13.0%
7760.0%0.02%
+5.9%
Q4 2019$79,043
+13.0%
7760.0%0.02%
+6.2%
Q3 2019$69,941
-2.7%
7760.0%0.02%
-5.9%
Q2 2019$71,889
+242.1%
776
+238.9%
0.02%
+240.0%
Q1 2019$21,011
+6.1%
2290.0%0.01%
-16.7%
Q4 2018$19,811
-9.1%
2290.0%0.01%
+20.0%
Q3 2018$21,789
+14.0%
2290.0%0.01%0.0%
Q2 2018$19,112
+2.5%
2290.0%0.01%0.0%
Q1 2018$18,641
-1.5%
2290.0%0.01%0.0%
Q4 2017$18,934
+7.8%
229
+6.5%
0.01%0.0%
Q3 2017$17,572
+3.1%
2150.0%0.01%
-16.7%
Q2 2017$17,037
+6.6%
2150.0%0.01%
+20.0%
Q1 2017$15,987
+7.9%
2150.0%0.01%
-16.7%
Q4 2016$14,822
-4.4%
2150.0%0.01%0.0%
Q3 2016$15,504
+232.6%
215
+230.8%
0.01%
+200.0%
Q2 2016$4,661
+5.8%
650.0%0.00%0.0%
Q1 2016$4,406650.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 151,893$19,554,70115.13%
Yelin Lapidot Holdings Management Ltd. 180,426$22,048,38613.11%
WestEnd Advisors, LLC 3,340,501$430,055,99812.93%
Biltmore Wealth Management, LLC 158,153$20,360,5709.83%
Granite Bay Wealth Management, LLC 7,242,699$961,9059.44%
Conservest Capital Advisors, Inc. 556,312$71,619,6548.64%
J.Safra Asset Management Corp 455,172$58,598,8438.54%
Advocacy Wealth Management Services, LLC 559,897$72,081,1508.02%
MBB PUBLIC MARKETS I LLC 1,008,446$129,827,3387.86%
CTC Alternative Strategies, Ltd. 31,900$4,106,8067.75%
View complete list of SELECT SECTOR SPDR TR shareholders