BerganKDV Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 480 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 5.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$14,435
+377.5%
249
+295.2%
0.00%
Q4 2022$3,023
-72.5%
63
-51.5%
0.00%
-100.0%
Q2 2021$11,000
+10.0%
1300.0%0.00%0.0%
Q1 2021$10,000
+11.1%
1300.0%0.00%0.0%
Q4 2020$9,0000.0%130
-10.3%
0.00%0.0%
Q3 2020$9,000
+28.6%
145
+5.1%
0.00%0.0%
Q2 2020$7,000
+16.7%
1380.0%0.00%0.0%
Q1 2020$6,000
-60.0%
138
-50.0%
0.00%
-66.7%
Q4 2019$15,000
-44.4%
276
-50.2%
0.00%
-40.0%
Q3 2019$27,0000.0%5540.0%0.01%0.0%
Q2 2019$27,000
+3.8%
5540.0%0.01%0.0%
Q1 2019$26,000
+13.0%
5540.0%0.01%0.0%
Q4 2018$23,000
-41.0%
554
-31.1%
0.01%
-37.5%
Q3 2018$39,0008040.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
NameSharesValueWeighting ↓
McElhenny Sheffield Capital Management, LLC 330,865$21,694,80611.03%
Main Management ETF Advisors, LLC 2,133,285$139,8799.94%
WINTON GROUP Ltd 1,683,374$110,378,8339.10%
Diversified, LLC 505,739$33,161,2928.60%
Anfield Capital Management, LLC 243,970$15,997,1137.63%
J.Safra Asset Management Corp 701,767$46,014,8626.71%
WestEnd Advisors, LLC 3,112,285$204,072,5586.14%
Parker Investment Management, LLC 423,136$27,745,0285.99%
Wall Capital Group, Inc. 60,319$4,091,4425.81%
CHURCHILL MANAGEMENT Corp 4,855,556$318,378,7995.38%
View complete list of SELECT SECTOR SPDR TR shareholders