HighMark Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 794 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$146,857
-4.9%
1,6630.0%0.09%
-8.3%
Q1 2024$154,473
+8.6%
1,6630.0%0.10%
-8.6%
Q4 2023$142,250
+8.9%
1,6630.0%0.10%
-2.8%
Q3 2023$130,626
-5.2%
1,6630.0%0.11%
+3.8%
Q2 2023$137,810
+2.7%
1,6630.0%0.10%
-1.0%
Q1 2023$134,135
+3.8%
1,6630.0%0.10%
+8.2%
Q4 2022$129,179
+14.3%
1,6630.0%0.10%
+1.0%
Q3 2022$113,000
-7.4%
1,6630.0%0.10%
-2.0%
Q2 2022$122,000
-17.0%
1,6630.0%0.10%0.0%
Q1 2022$147,000
-2.6%
1,6630.0%0.10%
+2.1%
Q4 2021$151,000
+14.4%
1,6630.0%0.10%
-1.0%
Q3 2021$132,000
-18.0%
1,663
-15.2%
0.10%
-17.8%
Q2 2021$161,000
+3.9%
1,9610.0%0.12%
-4.8%
Q1 2021$155,000
+7.6%
1,961
-1.5%
0.12%0.0%
Q4 2020$144,000
+14.3%
1,990
+0.5%
0.12%
+8.8%
Q3 2020$126,000
+13.5%
1,980
+0.5%
0.11%
-6.6%
Q2 2020$111,000
+26.1%
1,970
+0.6%
0.12%
+15.1%
Q1 2020$88,000
-26.1%
1,959
+0.6%
0.11%
-16.5%
Q4 2019$119,0001,9470.13%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
Miller Investment Management, LP 504,070$39,156,1586.67%
Beaumont Capital Management, LLC 100,611$7,815,4295.51%
Innova Wealth Partners 59,067$4,588,3254.03%
Ameraudi Asset Management, Inc. 116,664$9,062,4603.90%
Quantitative Investment Management, LLC 256,128$19,8963.78%
L2 Asset Management, LLC 75,116$5,835,0113.63%
Biltmore Wealth Management, LLC 108,030$8,391,7733.62%
Private Wealth Advisors, LLC 135,900$10,556,7123.55%
Private Wealth Advisors, LLC 134,549$10,451,7343.52%
Obsidian Personal Planning Solutions LLC 25,398$1,9733.17%
View complete list of SELECT SECTOR SPDR TR shareholders