GoalFusion Wealth 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
GoalFusion Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2023$3,819,186
+12.4%
28,004
+6.1%
2.60%
+3.1%
Q3 2023$3,397,062
+1.6%
26,387
+4.8%
2.52%
+2.6%
Q2 2023$3,342,540
+12.5%
25,183
+9.7%
2.46%
+5.4%
Q1 2023$2,972,14322,9582.34%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
Optimum Quantvest Corp 342,378$31,718,00019.86%
Mizuho Trust & Banking Co., Ltd. 180,000$16,675,00016.65%
Susquehanna International Group Ltd. 168,696$15,627,00015.21%
TIFF ADVISORY SERVICES, LLC 217,079$20,110,00011.09%
CABANA LLC 689,838$62,148,0009.56%
Wechter Feldman Wealth Management, Inc. 139,012$12,878,0008.53%
Rothschild Capital Partners, LLC 176,704$16,370,0008.01%
Evolution Wealth Advisors, LLC 196,344$18,189,0007.86%
Biltmore Wealth Management, LLC 164,872$15,274,0007.65%
Hochman Cole Investment Advisors, Inc. 138,275$12,810,0007.64%
View complete list of SELECT SECTOR SPDR TR shareholders