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

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,361 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.78 and the average weighting 0.8%.

Quarter-by-quarter ownership
Blue Zone Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,232,822
-5.4%
13,621
+0.4%
0.98%
-10.0%
Q2 2023$2,359,430
+15.4%
13,571
+0.3%
1.09%
-0.4%
Q1 2023$2,044,074
+18.1%
13,536
-2.7%
1.09%
+18.3%
Q4 2022$1,730,368
+4.2%
13,905
-0.5%
0.92%
+7.4%
Q3 2022$1,660,000
-9.2%
13,978
-2.8%
0.86%
+3.7%
Q2 2022$1,828,000
-23.5%
14,380
-4.4%
0.83%
-7.0%
Q1 2022$2,390,000
-10.6%
15,039
-2.2%
0.89%
+0.8%
Q4 2021$2,674,000
+19.5%
15,378
+2.6%
0.88%
+14.1%
Q3 2021$2,237,000
+0.6%
14,984
-0.5%
0.78%
-7.1%
Q2 2021$2,223,000
+10.8%
15,055
-0.3%
0.83%
-2.2%
Q1 2021$2,006,000
-5.0%
15,106
-7.0%
0.85%
-16.3%
Q4 2020$2,112,000
+9.8%
16,246
-1.5%
1.02%
-6.2%
Q3 2020$1,924,000
+14.3%
16,487
+2.3%
1.09%
+15.5%
Q2 2020$1,684,000
-4.8%
16,114
-26.8%
0.94%
-43.3%
Q1 2020$1,768,000
+285.2%
22,000
+339.6%
1.66%
+460.1%
Q4 2019$459,0005,0040.30%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders