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 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%	-$9.91K	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%	-$40.1K	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Berger Financial Group's XLE Position: Q1 2026 in Review

Berger Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.2% in Q1 2026, selling an estimated $60.9K and leaving 11,148 shares worth $683K. The position accounts for 0.04% of the portfolio, ranked #249.

Berger Financial Group first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $791K in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Berger Financial Group held 11,148 shares of State Street Energy Select Sector SPDR ETF worth $683K as of Q1 2026.
Berger Financial Group sold 1,135 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $60.9K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #249 holding.
Berger Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Berger Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $791K in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.