Blue Zone Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,492 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.6%.

Quarter-by-quarter ownership
Blue Zone Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$687,810
-6.3%
5,343
-3.3%
0.30%
-10.9%
Q2 2023$733,673
+0.9%
5,528
-1.6%
0.34%
-12.9%
Q1 2023$727,050
-42.3%
5,616
-39.4%
0.39%
-42.2%
Q4 2022$1,259,737
+3.3%
9,273
-7.8%
0.67%
+6.7%
Q3 2022$1,219,000
-66.5%
10,062
-64.5%
0.63%
-61.7%
Q2 2022$3,637,000
-30.2%
28,359
-25.5%
1.65%
-15.2%
Q1 2022$5,212,000
-13.1%
38,044
-10.7%
1.94%
-2.0%
Q4 2021$5,999,000
+12.6%
42,579
+1.7%
1.98%
+7.4%
Q3 2021$5,329,000
+0.6%
41,861
-0.5%
1.85%
-7.1%
Q2 2021$5,299,000
+5.5%
42,074
-2.2%
1.99%
-6.9%
Q1 2021$5,022,000
-0.2%
43,018
-3.1%
2.14%
-12.1%
Q4 2020$5,034,000
+7.7%
44,376
+0.1%
2.43%
-7.9%
Q3 2020$4,674,000
-12.9%
44,310
-17.4%
2.64%
-12.0%
Q2 2020$5,368,000
+55.0%
53,641
+37.2%
3.00%
-7.7%
Q1 2020$3,463,000
-2.6%
39,094
+12.0%
3.25%
+41.6%
Q4 2019$3,556,00034,9092.29%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 5,206,929$521,943,00011.82%
Main Management ETF Advisors, LLC 599,760$60,018,00011.33%
Florin Court Capital LLP 75,400$7,545,00010.89%
Miller Investment Management, LP 335,865$33,610,0009.88%
AGF Investments LLC 945,054$94,572,0009.61%
Annex Advisory Services, LLC 681,616$68,209,0009.51%
Optimum Quantvest Corp 44,715$4,475,0009.13%
Altus Wealth Management, LLC 77,341$7,739,0008.62%
Camarda Financial Advisors, LLC 58,740$5,878,0008.22%
Advisors Preferred, LLC 280,739$28,310,0007.90%
View complete list of SELECT SECTOR SPDR TR shareholders