BerganKDV Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 898 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.4%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$335,375
+3.6%
3,125
-2.3%
0.03%
+3.0%
Q1 2023$323,675
+4.1%
3,199
+1.0%
0.03%
-2.9%
Q4 2022$311,031
+20.1%
3,167
+1.3%
0.03%
+9.7%
Q3 2022$259,000
-5.1%
3,1250.0%0.03%0.0%
Q2 2022$273,000
-15.2%
3,1250.0%0.03%
-8.8%
Q1 2022$322,000
-2.7%
3,1250.0%0.03%
-2.9%
Q4 2021$331,000
+8.2%
3,1250.0%0.04%0.0%
Q3 2021$306,000
-4.4%
3,1250.0%0.04%
-7.9%
Q2 2021$320,000
+3.9%
3,1250.0%0.04%
-5.0%
Q1 2021$308,000
+11.2%
3,1250.0%0.04%
+2.6%
Q4 2020$277,000
+14.9%
3,1250.0%0.04%
+2.6%
Q3 2020$241,000
+12.1%
3,1250.0%0.04%
+2.7%
Q2 2020$215,000
+7.0%
3,125
-8.1%
0.04%
-9.8%
Q1 2020$201,000
-27.4%
3,4000.0%0.04%
-16.3%
Q4 2019$277,000
+4.9%
3,4000.0%0.05%
-5.8%
Q3 2019$264,000
+0.4%
3,4000.0%0.05%0.0%
Q2 2019$263,000
+3.1%
3,4000.0%0.05%0.0%
Q1 2019$255,000
+16.4%
3,4000.0%0.05%
+2.0%
Q4 2018$219,000
-10.6%
3,400
+8.8%
0.05%
-3.8%
Q3 2018$245,000
+9.4%
3,1250.0%0.05%
+6.0%
Q2 2018$224,000
-3.4%
3,1250.0%0.05%
-20.6%
Q1 2018$232,000
-1.7%
3,1250.0%0.06%
+12.5%
Q4 2017$236,000
-1.3%
3,125
-7.0%
0.06%
-6.7%
Q3 2017$239,000
+9.6%
3,362
+4.9%
0.06%
-3.2%
Q2 2017$218,000
+7.4%
3,205
+2.6%
0.06%
+3.3%
Q1 2017$203,000
-29.3%
3,125
-32.2%
0.06%
-37.5%
Q4 2016$287,0004,6090.10%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 106,173$10,388,0009.22%
Biltmore Wealth Management, LLC 232,382$22,736,0009.10%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 56,719$5,549,0007.81%
Mandatum Life Insurance Co Ltd 403,134$39,443,0007.31%
PVG ASSET MANAGEMENT CORP 21,638$2,117,061,0006.34%
Florin Court Capital LLP 63,200$6,183,0005.89%
Chicago Wealth Management, Inc. 69,502$6,800,0004.96%
Opal Wealth Advisors, LLC 51,390$5,028,0004.83%
Round Rock Advisors, LLC 62,739$6,138,0004.54%
Ayalon Insurance Comp Ltd. 124,397$12,338,0004.44%
View complete list of SELECT SECTOR SPDR TR shareholders