Berger Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.76M	Sell	33,242 -475	-1%	-$39.7K	0.14%	118
2026 Q1	$2.76M	Sell	33,717 -16	-0%	-$1.35K	0.15%	117
2025 Q4	$2.62M	Sell	33,733 -297	-0.9%	-$23.2K	0.15%	120
2025 Q3	$2.67M	Sell	34,030 -438	-1%	-$35.4K	0.16%	116
2025 Q2	$2.79M	Buy	34,468 +288	+0.8%	+$23.4K	0.18%	110
2025 Q1	$2.79M	Sell	34,180 -1,993	-6%	-$159K	0.19%	110
2024 Q4	$2.84M	Sell	36,173 -325	-0.9%	-$26.4K	0.2%	106
2024 Q3	$3.03M	Sell	36,498 -2,203	-6%	-$177K	0.22%	98
2024 Q2	$2.96M	Sell	38,701 -1,212	-3%	-$92.5K	0.24%	94
2024 Q1	$3.05M	Buy	39,913 +36,791	+1,178%	+$2.72M	0.25%	94
2023 Q4	$225K	Buy	+3,122	New	+$216K	0.02%	281

Other funds holding XLP

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Berger Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.4% in Q2 2026, selling an estimated $39.7K and leaving 33,242 shares worth $2.76M. The position accounts for 0.14% of the portfolio, ranked #118.

Berger Financial Group first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q1 2024. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Berger Financial Group held 33,242 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.76M as of Q2 2026.
Berger Financial Group sold 475 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $39.7K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of Berger Financial Group's portfolio in Q2 2026, its #118 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 11 quarters since.
Berger Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.05M in Q1 2024.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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