Berger Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.11M	Buy	14,372 +99	+0.7%	+$15.3K	0.12%	138
2025 Q4	$2.21M	Sell	14,273 -534	-4%	-$80K	0.13%	135
2025 Q3	$2.06M	Sell	14,807 -222	-1%	-$30K	0.12%	138
2025 Q2	$2.03M	Sell	15,029 -1,142	-7%	-$154K	0.13%	132
2025 Q1	$2.36M	Sell	16,171 -86	-0.5%	-$12.5K	0.16%	118
2024 Q4	$2.24M	Sell	16,257 -1,082	-6%	-$158K	0.15%	119
2024 Q3	$2.67M	Sell	17,339 -603	-3%	-$91.4K	0.19%	103
2024 Q2	$2.62M	Sell	17,942 -2,132	-11%	-$306K	0.21%	101
2024 Q1	$2.97M	Buy	20,074 +17,570	+702%	+$2.52M	0.24%	95
2023 Q4	$341K	Buy	+2,504	New	+$326K	0.04%	210

Other funds holding XLV

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Berger Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.69% in Q1 2026, buying an estimated $15.3K and bringing the position to 14,372 shares worth $2.11M. The position accounts for 0.12% of the portfolio, ranked #138.

Berger Financial Group first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q1 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Berger Financial Group held 14,372 shares of State Street Health Care Select Sector SPDR ETF worth $2.11M as of Q1 2026.
Berger Financial Group bought 99 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $15.3K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Berger Financial Group's portfolio in Q1 2026, its #138 holding.
Berger Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Berger Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.97M in Q1 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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