Berger Financial Group
XLE icon

Berger Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Berger Financial Group’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$748K Buy
12,155
+36
+0.3% +$2.18K 0.04% 254
2026
Q2 		$644K Buy
12,119
+971
+9% +$55.5K 0.03% 268
2026
Q1 		$683K Sell
11,148
-1,135
-9% -$60.9K 0.04% 249
2025
Q4 		$549K Sell
12,283
-577
-4% -$25.7K 0.03% 279
2025
Q3 		$574K Sell
12,860
-256
-2% -$11.2K 0.03% 269
2025
Q2 		$556K Sell
13,116
-962
-7% -$40.1K 0.04% 254
2025
Q1 		$658K Sell
14,078
-554
-4% -$25K 0.05% 227
2024
Q4 		$627K Sell
14,632
-218
-1% -$9.9K 0.04% 225
2024
Q3 		$652K Sell
14,850
-1,036
-7% -$46.3K 0.05% 198
2024
Q2 		$724K Sell
15,886
-862
-5% -$40.2K 0.06% 173
2024
Q1 		$791K Buy
16,748
+3,706
+28% +$159K 0.07% 170
2023
Q4 		$547K Buy
13,042
+1,020
+8% +$43.6K 0.06% 161
2023
Q3 		$543K Buy
12,022
+1,104
+10% +$48.3K 0.06% 151
2023
Q2 		$443K Sell
10,918
-170
-2% -$6.92K 0.05% 170
2023
Q1 		$459K Buy
11,088
+718
+7% +$30.7K 0.06% 164
2022
Q4 		$454K Buy
+10,370
New +$451K 0.06% 163

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Berger Financial Group's XLE Position: Q3 2026 in Review

Berger Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.3% in Q3 2026, buying an estimated $2.18K and bringing the position to 12,155 shares worth $748K. The position accounts for 0.04% of the portfolio, ranked #254.

Berger Financial Group first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. The position peaked at $791K in Q1 2024. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Berger Financial Group held 12,155 shares of State Street Energy Select Sector SPDR ETF worth $748K as of Q3 2026.
  • Berger Financial Group bought 36 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.18K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Berger Financial Group's portfolio in Q3 2026, its #254 holding.
  • Berger Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • Berger Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $791K in Q1 2024.
  • 1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.