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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93M	Sell	15,378 -1,118	-7%	-$191K	0.15%	114
2026 Q1	$2.19M	Buy	16,496 +52	+0.3%	+$7.33K	0.12%	133
2025 Q4	$2.37M	Sell	16,444 -692	-4%	-$99.9K	0.14%	124
2025 Q3	$2.41M	Buy	17,136 +628	+4%	+$83.2K	0.14%	120
2025 Q2	$2.09M	Sell	16,508 -176	-1%	-$19.5K	0.14%	130
2025 Q1	$1.72M	Buy	16,684 +60	+0.4%	+$6.8K	0.12%	134
2024 Q4	$1.93M	Sell	16,624 -2	-0%	-$233	0.13%	127
2024 Q3	$1.88M	Buy	16,626 +78	+0.5%	+$8.56K	0.14%	123
2024 Q2	$1.87M	Sell	16,548 -3,630	-18%	-$382K	0.15%	116
2024 Q1	$2.1M	Buy	+20,178	New	+$2.04M	0.17%	116
2023 Q3	–	Sell	-2,432	Closed	-$211K	–	297
2023 Q2	$211K	Buy	+2,432	New	+$192K	0.02%	268

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Berger Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.8% in Q2 2026, selling an estimated $191K and leaving 15,378 shares worth $2.93M. The position accounts for 0.15% of the portfolio, ranked #114.

Berger Financial Group first reported a position in XLK in Q2 2023 and has held it in 11 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Berger Financial Group held 15,378 shares of State Street Technology Select Sector SPDR ETF worth $2.93M as of Q2 2026.
Berger Financial Group sold 1,118 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $191K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Berger Financial Group's portfolio in Q2 2026, its #114 holding.
Berger Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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