Berger Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Berger Financial Group's XLP Position: Q1 2026 in Review
Berger Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.05% in Q1 2026, selling an estimated $1.35K and leaving 33,717 shares worth $2.76M. The position accounts for 0.15% of the portfolio, ranked #117.
Berger Financial Group first reported a position in XLP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.05M in Q1 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.
- Berger Financial Group held 33,717 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.76M as of Q1 2026.
- Berger Financial Group sold 16 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $1.35K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.15% of Berger Financial Group's portfolio in Q1 2026, its #117 holding.
- Berger Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
- Berger Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.05M in Q1 2024.
- 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.
Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.