Paradigm, Strategies in Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 25 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Paradigm, Strategies in Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$487,758
-10.9%
8,277
-1.1%
0.31%
-15.9%
Q2 2023$547,448
-4.9%
8,366
-1.6%
0.37%
-18.3%
Q1 2023$575,801
-3.9%
8,506
+0.1%
0.45%
-15.0%
Q4 2022$599,044
+7.0%
8,497
-0.6%
0.53%
+4.3%
Q3 2022$560,000
-1.2%
8,547
+5.7%
0.51%
-17.2%
Q2 2022$567,000
+0.2%
8,088
+6.4%
0.62%
+4.2%
Q1 2022$566,000
+4.2%
7,600
+0.1%
0.59%
+7.6%
Q4 2021$543,000
+12.2%
7,592
+0.1%
0.55%
+20.4%
Q3 2021$484,000
+1.0%
7,582
+0.1%
0.46%
+6.0%
Q2 2021$479,000
+2.4%
7,572
+3.6%
0.43%
-4.6%
Q1 2021$468,0007,3120.45%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
Saudi Central Bank 1,549,733$104,90127.01%
Briaud Financial Planning, Inc 138,731$9,3908.89%
Client First Capital LLC 131,744$8,917,7506.81%
PUBLIC INVESTMENT FUND 32,986,504$2,232,856,4566.29%
Capitol Family Office, Inc. 42,550$2,880,2055.68%
Hilton Capital Management, LLC 588,774$41,508,5865.43%
D. SCOTT NEAL, INC. 120,673$8,168,3644.56%
WestEnd Advisors, LLC 1,946,917$131,786,8564.10%
Asset Allocation Strategies LLC 19,445$1,316,2363.79%
Biltmore Wealth Management, LLC 125,287$8,480,6773.42%
View complete list of SELECT SECTOR SPDR TR shareholders