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

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SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

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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$459,000–5,004–0.30%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders