BerganKDV Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 853 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$24,505
+28.9%
328
+28.6%
0.00%
+50.0%
Q4 2022$19,010
-32.1%
255
-36.2%
0.00%
-33.3%
Q2 2021$28,000
-75.2%
400
-79.2%
0.00%
-84.2%
Q2 2020$113,0001,9190.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2021
NameSharesValueWeighting ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders