SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Berger Financial Group, Inc's Holding History (CIK: 0001826136)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 116,964 Value ($000) $4,993 Avg Close — Range —
Q3 2025
Shares 54,284 Value ($000) $4,734 Avg Close — Range —
Q2 2025
Shares 52,605 Value ($000) $4,296 Avg Close — Range —
Q1 2025
Shares 50,964 Value ($000) $4,018 Avg Close — Range —
Q4 2024
Shares 49,895 Value ($000) $3,777 Avg Close — Range —
Q3 2024
Shares 51,565 Value ($000) $4,165 Avg Close — Range —
Q2 2024
Shares 53,081 Value ($000) $3,617 Avg Close — Range —
Q1 2024
Shares 58,096 Value ($000) $3,814 Avg Close — Range —
Q4 2023
Shares 3,789 Value ($000) $240 Avg Close — Range —
Q2 2023
Shares 7,179 Value ($000) $470 Avg Close — Range —
Q1 2023
Shares 7,002 Value ($000) $474 Avg Close — Range —
Q4 2022
Shares 7,385 Value ($000) $521 Avg Close — Range —
Q3 2022
Shares 7,412 Value ($000) $486 Avg Close — Range —
Q2 2022
Shares 7,385 Value ($000) $518 Avg Close — Range —
Q1 2022
Shares 7,385 Value ($000) $550 Avg Close — Range —
Q4 2021
Shares 7,385 Value ($000) $529 Avg Close — Range —
Q3 2021
Shares 8,285 Value ($000) $529 Avg Close — Range —
Q2 2021
Shares 8,280 Value ($000) $524 Avg Close — Range —
Q1 2021
Shares 8,205 Value ($000) $525 Avg Close — Range —
Q4 2020
Shares 8,362 Value ($000) $524 Avg Close — Range —