Berger Financial Group, Inc Utilities Sector Spdr Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Berger Financial Group, Inc holds 49,895 shares of XLU stock, worth $4.01 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

49,895

Previous 51,565 3.24%

Holding current value

$4.01 Million

Previous $4.17 Million 9.34%

% of portfolio

0.31%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$74.89 - $82.93 $125,066 - $138,493	-1,670 Reduced 3.24%	49,895 $3.78 Million
Q3 2024 Nov 12, 2024	SELL	$67.67 - $80.78 $102,587 - $122,462	-1,516 Reduced 2.86%	51,565 $4.17 Million
Q2 2024 Aug 14, 2024	SELL	$62.77 - $72.87 $314,791 - $365,443	-5,015 Reduced 8.63%	53,081 $3.62 Million
Q1 2024 Apr 16, 2024	BUY	$59.95 - $65.65 $3.26 Million - $3.57 Million	54,307 Added 1433.28%	58,096 $3.81 Million
Q4 2023 Feb 07, 2024	BUY	$56.19 - $65.96 $212,903 - $249,922	3,789 New	3,789 $239,000
Q2 2023 Aug 10, 2023	BUY	$64.34 - $69.97 $11,388 - $12,384	177 Added 2.53%	7,179 $469,000
Q1 2023 Apr 24, 2023	SELL	$63.7 - $72.08 $24,397 - $27,606	-383 Reduced 5.19%	7,002 $473,000
Q4 2022 Jan 30, 2023	SELL	$61.52 - $72.67 $1,661 - $1,962	-27 Reduced 0.36%	7,385 $520,000
Q3 2022 Oct 27, 2022	BUY	$65.51 - $78.12 $1,768 - $2,109	27 Added 0.37%	7,412 $486,000
Q4 2021 Jan 26, 2022	SELL	$63.88 - $71.58 $57,492 - $64,422	-900 Reduced 10.86%	7,385 $529,000
Q3 2021 Oct 28, 2021	BUY	$63.56 - $70.07 $317 - $350	5 Added 0.06%	8,285 $529,000
Q2 2021 Jul 29, 2021	BUY	$63.23 - $67.72 $4,742 - $5,079	75 Added 0.91%	8,280 $524,000
Q1 2021 May 12, 2021	SELL	$58.36 - $64.15 $9,162 - $10,071	-157 Reduced 1.88%	8,205 $525,000
Q4 2020 Feb 02, 2021	BUY	$59.98 - $66.76 $501,552 - $558,247	8,362 New	8,362 $524,000

Others Institutions Holding XLU

# of Institutions

1,543

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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Berger Financial Group, Inc Utilities Sector Spdr Transaction History