Balboa Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,895 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is 1.85 and the average weighting 0.8%.

Quarter-by-quarter ownership
Balboa Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$2,333,654
+30.3%
10,315
+20.0%
0.62%
+16.9%
Q1 2024$1,790,961
-16.8%
8,599
-23.1%
0.53%
-26.3%
Q4 2023$2,152,235
+27.2%
11,182
+8.3%
0.72%
+12.6%
Q3 2023$1,692,512
-5.2%
10,325
+0.6%
0.64%
+1.9%
Q2 2023$1,784,952
+15.7%
10,267
+0.5%
0.62%
+6.9%
Q1 2023$1,543,004
+29.4%
10,218
+6.7%
0.58%
+8.6%
Q4 2022$1,192,081
+91037.7%
9,580
-13.0%
0.54%
-6.6%
Q3 2022$1,30811,0100.58%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
J.Safra Asset Management Corp 624,772$77,74613.69%
Mendel Capital Management LLC 91,650$11,404,94211.89%
WestEnd Advisors, LLC 2,873,948$357,634,13511.70%
CHURCHILL MANAGEMENT Corp 3,576,880$445,106,97610.76%
INNEALTA CAPITAL, LLC 177,066$22,034,09310.24%
Parker Investment Management, LLC 323,428$40,2479.95%
Vickerman Investment Advisors, Inc. 171,723$21,369,2609.70%
Conservest Capital Advisors, Inc. 567,504$70,620,1538.96%
Watchtower Advisors, LP 119,332$14,849,6748.77%
Biltmore Wealth Management, LLC 161,864$20,142,2988.69%
View complete list of SELECT SECTOR SPDR TR shareholders