Berger Financial Group’s Industrial Select Sector SPDR Fund 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
2025 Q3	$496K	Hold
2025 Q2	$474K	Sell
2025 Q1	$440K	Sell
2024 Q4	$448K	Buy
2024 Q3	$460K	Sell
2024 Q2	$429K	Hold
2024 Q1	$443K	Buy
2023 Q4	$395K	Buy