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 640 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

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 Q1 2023
NameSharesValueWeighting ↓
AGF Investments LLC 1,519,497$118,035,0009.93%
WestEnd Advisors, LLC 2,927,044$227,372,777,0006.19%
Ayalon Insurance Comp Ltd. 201,443$15,648,0005.35%
Leicht Financial Planning & Wealth Management, Inc. 104,966$8,154,0004.65%
INNEALTA CAPITAL, LLC 111,685$8,676,0004.30%
Essex Private Wealth Management, LLC 61,527$4,779,0004.04%
Beaumont Capital Management, LLC 87,584$6,803,0003.93%
Granite Bay Wealth Management, LLC 47,093$3,658,0003.61%
Danda Trouve Investment Management, Inc. 39,954$3,104,0003.52%
ORLEANS CAPITAL MANAGEMENT CORP/LA 79,587$6,182,0003.51%
View complete list of SELECT SECTOR SPDR TR shareholders