Berger Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$435K	Hold	3,710	–	–	0.02%	317
2026 Q1	$404K	Buy	3,710 +2	+0.1%	+$234	0.02%	315
2025 Q4	$443K	Hold	3,708	–	–	0.03%	309
2025 Q3	$444K	Hold	3,708	–	–	0.03%	300
2025 Q2	$403K	Hold	3,708	–	–	0.03%	294
2025 Q1	$366K	Sell	3,708 -110	-3%	-$11.9K	0.03%	301
2024 Q4	$428K	Hold	3,818	–	–	0.03%	275
2024 Q3	$383K	Hold	3,818	–	–	0.03%	269
2024 Q2	$348K	Sell	3,818 -14	-0.4%	-$1.24K	0.03%	255
2024 Q1	$352K	Buy	3,832 +284	+8%	+$25.3K	0.03%	254
2023 Q4	$317K	Buy	+3,548	New	+$294K	0.03%	220

Other funds holding XLY

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Berger Financial Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,710 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #317.

Berger Financial Group first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $444K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Berger Financial Group held 3,710 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $435K as of Q2 2026.
Berger Financial Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #317 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 11 quarters since.
Berger Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $444K in Q3 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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