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 Q2	$2.28M	Buy	14,390 +18	+0.1%	+$2.68K	0.12%	139
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Berger Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.13% in Q2 2026, buying an estimated $2.68K and bringing the position to 14,390 shares worth $2.28M. The position accounts for 0.12% of the portfolio, ranked #139.

Berger Financial Group first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.97M in Q1 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Berger Financial Group held 14,390 shares of State Street Health Care Select Sector SPDR ETF worth $2.28M as of Q2 2026.
Berger Financial Group bought 18 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.68K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Berger Financial Group's portfolio in Q2 2026, its #139 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 11 quarters since.
Berger Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.97M in Q1 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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