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 972 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.59 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 Q2 2022
NameSharesValueWeighting ↓
Grant/GrossMendelsohn, LLC 102,269$9,172,0009.05%
Platt Investment Counsel, LLC 105,634$9,354,0008.86%
Biltmore Wealth Management, LLC 186,439$16,509,0008.53%
Florin Court Capital LLP 181,800$16,098,0008.13%
INNEALTA CAPITAL, LLC 129,203$11,441,0006.74%
Ayalon Insurance Comp Ltd. 156,078$13,821,0006.27%
WestEnd Advisors, LLC 1,169,803$103,586,055,0005.24%
SPX Gestao de Recursos Ltda 570,538$50,521,140,0005.21%
Ciovacco Capital Management LLC 64,409$5,703,0004.90%
Rothschild Capital Partners, LLC 141,496$12,529,0004.48%
View complete list of SELECT SECTOR SPDR TR shareholders