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

Berger Financial Group’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,279
Closed -$234K – 504
2025
Q4 		$234K Buy
+4,279
New +$228K 0.01% 419

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Berger Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,279 shares — an estimated $234K sold.

Berger Financial Group first reported a position in XLF in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Berger Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 4,279 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $234K.
  • Berger Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Berger Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $234K in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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