Berger Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Berger Financial Group's XLY Position: Q1 2026 in Review
Berger Financial Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.05% in Q1 2026, buying an estimated $234 and bringing the position to 3,710 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #315.
Berger Financial Group first reported a position in XLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $444K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Berger Financial Group held 3,710 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $404K as of Q1 2026.
- Berger Financial Group bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $234.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #315 holding.
- Berger Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
- Berger Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $444K in Q3 2025.
- 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.