Berger Financial Group’s Consumer Discretionary Select Sector SPDR Fund 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
2025 Q3	$444K	Hold
2025 Q2	$403K	Hold
2025 Q1	$366K	Sell
2024 Q4	$428K	Hold
2024 Q3	$383K	Hold
2024 Q2	$348K	Sell
2024 Q1	$352K	Buy
2023 Q4	$317K	Buy