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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Berger Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.32% in Q1 2026, buying an estimated $7.33K and bringing the position to 16,496 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #133.

Berger Financial Group first reported a position in XLK in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.41M in Q3 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Berger Financial Group held 16,496 shares of State Street Technology Select Sector SPDR ETF worth $2.19M as of Q1 2026.
Berger Financial Group bought 52 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $7.33K.
State Street Technology Select Sector SPDR ETF made up 0.12% of Berger Financial Group's portfolio in Q1 2026, its #133 holding.
Berger Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
Berger Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $2.41M in Q3 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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