Berger Financial Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
1,854
| – | – | 0.03% | 292 |
|
|
2025
Q1 | $366K | Sell |
1,854
-55
| -3% | -$10.9K | 0.03% | 300 |
|
|
2024
Q4 | $428K | Hold |
1,909
| – | – | 0.03% | 274 |
|
|
2024
Q3 | $383K | Hold |
1,909
| – | – | 0.03% | 269 |
|
|
2024
Q2 | $348K | Sell |
1,909
-7
| -0.4% | -$1.28K | 0.03% | 255 |
|
|
2024
Q1 | $352K | Buy |
1,916
+142
| +8% | +$26.1K | 0.03% | 254 |
|
|
2023
Q4 | $317K | Buy |
+1,774
| New | +$317K | 0.03% | 220 |
|