Berger Financial Group, Inc Industrial Sector Spdr Transaction History

Berger Financial Group, Inc

$1.26 Billion
Q2 2025

A detailed history of Berger Financial Group, Inc transactions in Industrial Sector Spdr stock. As of the latest transaction made, Berger Financial Group, Inc holds 3,215 shares of XLI stock, worth $484,918. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,215

Previous 3,356 4.2%

Holding current value

$484,918

Previous $439,000 7.97%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$116.42 - $147.52 $16,415 - $20,800	-141 Reduced 4.2%	3,215 $474,000
Q1 2025 May 12, 2025	SELL	$128.78 - $141.67 $5,666 - $6,233	-44 Reduced 1.29%	3,356 $439,000
Q4 2024 Feb 14, 2025	BUY	$131.76 - $143.99 $658 - $719	5 Added 0.15%	3,400 $447,000
Q3 2024 Nov 12, 2024	SELL	$120.56 - $135.44 $15,070 - $16,930	-125 Reduced 3.55%	3,395 $459,000
Q1 2024 Apr 16, 2024	BUY	$110.23 - $125.96 $5,952 - $6,801	54 Added 1.56%	3,520 $443,000
Q4 2023 Feb 07, 2024	BUY	$96.44 - $114.13 $334,261 - $395,574	3,466 New	3,466 $395,000

Others Institutions Holding XLI

# of Institutions

1,607

Shares Held

137M

Call Options Held

19.4M

Put Options Held

38.3M

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About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Berger Financial Group, Inc Industrial Sector Spdr Transaction History