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 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%	-$9.91K	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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Berger Financial Group's XLE Position: Q2 2026 in Review

Berger Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.7% in Q2 2026, buying an estimated $55.5K and bringing the position to 12,119 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #268.

Berger Financial Group first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $791K in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Berger Financial Group held 12,119 shares of State Street Energy Select Sector SPDR ETF worth $644K as of Q2 2026.
Berger Financial Group bought 971 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $55.5K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #268 holding.
Berger Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Berger Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $791K in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.