Berger Financial Group, Inc Utilities Sector Spdr Transaction History

Berger Financial Group, Inc

  • $1.18 Billion
  • Q3 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 51,565 shares of XLU stock, worth $4.27 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
51,565
Previous 53,081 2.86%
Holding current value
$4.27 Million
Previous $3.62 Million 15.18%
% of portfolio
0.35%
Previous 0.34%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,484
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
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More about XLU
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