HB Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 1,071 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$357,351
+73.7%
5,244
+66.8%
0.00%
+33.3%
Q2 2023$205,680
-2.3%
3,143
+1.1%
0.00%
-25.0%
Q1 2023$210,498
-6.9%
3,110
-3.1%
0.00%0.0%
Q4 2022$226,144
-19.8%
3,208
-25.5%
0.00%
-33.3%
Q3 2022$282,000
+8.0%
4,304
+15.5%
0.01%
+20.0%
Q2 2022$261,000
+6.1%
3,726
+12.7%
0.01%0.0%
Q1 2022$246,000
+11.3%
3,305
+6.9%
0.01%
+25.0%
Q4 2021$221,0003,0930.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
Saudi Central Bank 1,549,733$104,90127.01%
TradeLink Capital LLC 6,199$40612.52%
Briaud Financial Planning, Inc 138,274$9,0488.54%
Client First Capital LLC 132,618$8,678,5236.44%
Capitol Family Office, Inc. 42,848$2,803,9966.40%
D. SCOTT NEAL, INC. 118,384$7,747,0295.83%
PUBLIC INVESTMENT FUND 32,986,504$2,158,636,8225.54%
Lake Hills Wealth Management, LLC 77,344$5,061,3915.52%
Chicago Wealth Management, Inc. 107,761$7,051,8515.38%
PRIMORIS WEALTH ADVISORS, LLC 62,338$4,079,4344.47%
View complete list of SELECT SECTOR SPDR TR shareholders