BerganKDV Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 640 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$207,175
-2.8%
2,500
-5.4%
0.02%
-4.5%
Q1 2023$213,185
+0.7%
2,643
-3.0%
0.02%
-4.3%
Q4 2022$211,756
+24.6%
2,726
+9.0%
0.02%
+15.0%
Q3 2022$170,000
-7.6%
2,5000.0%0.02%
-4.8%
Q2 2022$184,000
-16.4%
2,5000.0%0.02%
-12.5%
Q1 2022$220,000
-3.1%
2,5000.0%0.02%0.0%
Q4 2021$227,000
+14.6%
2,5000.0%0.02%
+9.1%
Q3 2021$198,000
-3.9%
2,5000.0%0.02%
-8.3%
Q2 2021$206,000
+4.6%
2,5000.0%0.02%
-4.0%
Q1 2021$197,000
+8.8%
2,5000.0%0.02%0.0%
Q4 2020$181,000
+13.8%
2,5000.0%0.02%0.0%
Q3 2020$159,000
+12.8%
2,5000.0%0.02%
+4.2%
Q2 2020$141,000
+24.8%
2,5000.0%0.02%
+4.3%
Q1 2020$113,000
-26.6%
2,5000.0%0.02%
-14.8%
Q4 2019$154,000
+5.5%
2,5000.0%0.03%
-6.9%
Q3 2019$146,0000.0%2,5000.0%0.03%0.0%
Q2 2019$146,000
+5.0%
2,5000.0%0.03%
+3.6%
Q1 2019$139,000
+10.3%
2,5000.0%0.03%
-3.4%
Q4 2018$126,000
-13.1%
2,5000.0%0.03%
-6.5%
Q3 2018$145,0000.0%2,5000.0%0.03%
-3.1%
Q2 2018$145,0002,5000.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Miller Investment Management, LP 594,420$52,398,0008.26%
Opal Wealth Advisors, LLC 74,707$6,585,0005.73%
AGF Investments LLC 702,505$61,926,0005.17%
Advisors Preferred, LLC 702,114$62,544,0005.04%
TIFF ADVISORY SERVICES, LLC 149,018$13,136,0004.70%
Private Wealth Advisors, LLC 153,384$13,521,0004.31%
Innova Wealth Partners 61,518$5,423,0003.90%
Biltmore Wealth Management, LLC 106,441$9,383,0003.65%
Florin Court Capital LLP 40,200$3,544,0003.43%
Fusion Capital, LLC 66,502$5,862,0003.08%
View complete list of SELECT SECTOR SPDR TR shareholders