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 552 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.52 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 Q4 2020
NameSharesValueWeighting ↓
WestEnd Advisors, LLC 3,205,271$153,820,9605.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,362,100$65,3683.40%
Blue Door Asset Management, LLC 67,000$3,215,3302.89%
CMH Wealth Management LLC 182,417$8,754,1922.81%
Frisch Financial Group, Inc. 143,496$6,8862.58%
Biltmore Wealth Management, LLC 124,329$5,966,5642.57%
Vickerman Investment Advisors, Inc. 111,986$5,374,2272.44%
Ayalon Insurance Comp Ltd. 105,523$5,0642.39%
Swan Global Investments, LLC 1,200,681$59,6022.33%
Migdal Insurance & Financial Holdings Ltd. 2,153,050$103,3252.30%
View complete list of SELECT SECTOR SPDR TR shareholders