BerganKDV Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 877 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$35,104
-15.7%
536
-12.8%
0.00%0.0%
Q1 2023$41,638
-22.1%
615
-18.9%
0.00%
-33.3%
Q4 2022$53,428
-9.4%
758
-15.8%
0.01%
-14.3%
Q3 2022$59,000
-6.3%
900
+0.1%
0.01%0.0%
Q2 2022$63,000
-6.0%
8990.0%0.01%0.0%
Q1 2022$67,000
+4.7%
8990.0%0.01%0.0%
Q4 2021$64,000
-16.9%
899
-25.0%
0.01%
-22.2%
Q3 2021$77,000
+140.6%
1,199
+139.8%
0.01%
+125.0%
Q2 2021$32,0000.0%5000.0%0.00%0.0%
Q1 2021$32,000
+3.2%
5000.0%0.00%0.0%
Q4 2020$31,000
+3.3%
5000.0%0.00%
-20.0%
Q3 2020$30,000
+7.1%
5000.0%0.01%0.0%
Q2 2020$28,000
-6.7%
500
-8.8%
0.01%
-16.7%
Q1 2020$30,000
-14.3%
5480.0%0.01%0.0%
Q4 2019$35,0000.0%5480.0%0.01%
-14.3%
Q3 2019$35,000
+6.1%
5480.0%0.01%0.0%
Q2 2019$33,000
+3.1%
5480.0%0.01%0.0%
Q1 2019$32,000
+10.3%
5480.0%0.01%0.0%
Q4 2018$29,000
+11.5%
548
+9.6%
0.01%
+16.7%
Q3 2018$26,0000.0%5000.0%0.01%0.0%
Q2 2018$26,0005000.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Saudi Central Bank 1,549,733$91,32523.36%
BW Gestao de Investimentos Ltda. 1,414,840$83,376,5219.78%
Briaud Financial Planning, Inc 136,048$8,0176.49%
Client First Capital LLC 131,695$7,760,7765.62%
PUBLIC INVESTMENT FUND 32,986,504$1,943,894,6815.33%
Capitol Family Office, Inc. 40,937$2,412,4444.54%
WestEnd Advisors, LLC 2,338,258$137,793,5214.14%
Biltmore Wealth Management, LLC 144,241$8,500,0934.10%
Valence8 US LP 106,197$6,258,1893.96%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 148,391$8,744,6753.46%
View complete list of SELECT SECTOR SPDR TR shareholders