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

Berger Financial Group’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$572K	Hold	3,090	–	–	0.03%	287
2026 Q1	$500K	Sell	3,090 -75	-2%	-$12.6K	0.03%	295
2025 Q4	$491K	Sell	3,165 -50	-2%	-$7.69K	0.03%	295
2025 Q3	$496K	Hold	3,215	–	–	0.03%	286
2025 Q2	$474K	Sell	3,215 -141	-4%	-$19.2K	0.03%	272
2025 Q1	$440K	Sell	3,356 -44	-1%	-$5.95K	0.03%	276
2024 Q4	$448K	Buy	3,400 +5	+0.1%	+$689	0.03%	271
2024 Q3	$460K	Sell	3,395 -125	-4%	-$15.9K	0.03%	241
2024 Q2	$429K	Hold	3,520	–	–	0.03%	232
2024 Q1	$443K	Buy	3,520 +54	+2%	+$6.36K	0.04%	219
2023 Q4	$395K	Buy	+3,466	New	+$364K	0.04%	188

Other funds holding XLI

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Berger Financial Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,090 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #287.

Berger Financial Group first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,182 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Berger Financial Group held 3,090 shares of State Street Industrial Select Sector SPDR ETF worth $572K as of Q2 2026.
Berger Financial Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #287 holding.
Berger Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,182 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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