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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
2025
Q4 		– Hold
0
– -$108K – 489
2025
Q3 		– Hold
0
– – – 440

Other funds holding XLI

LPL Financial
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AM
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.