Berger Financial Group, Inc Energy Sector Spdr Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Berger Financial Group, Inc holds 6,430 shares of XLE stock, worth $591,688. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,430

Previous 6,558 1.95%

Holding current value

$591,688

Previous $556,000 3.24%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$84.25 - $91.99 $10,784 - $11,774	-128 Reduced 1.95%	6,430 $574,000
Q2 2025 Jul 22, 2025	SELL	$76.44 - $94.13 $36,767 - $45,276	-481 Reduced 6.83%	6,558 $556,000
Q1 2025 May 12, 2025	SELL	$85.7 - $93.96 $23,738 - $26,026	-277 Reduced 3.79%	7,039 $657,000
Q4 2024 Feb 14, 2025	SELL	$83.32 - $97.27 $9,081 - $10,602	-109 Reduced 1.47%	7,316 $626,000
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $43,693 - $48,376	-518 Reduced 6.52%	7,425 $651,000

Q2 2024 Aug 14, 2024	SELL	$88.04 - $98.08 $37,945 - $42,272	-431 Reduced 5.15%	7,943 $724,000
Q1 2024 Apr 16, 2024	BUY	$79.91 - $94.41 $148,073 - $174,941	1,853 Added 28.42%	8,374 $790,000
Q4 2023 Feb 07, 2024	BUY	$81.2 - $91.96 $41,412 - $46,899	510 Added 8.48%	6,521 $546,000
Q3 2023 Nov 03, 2023	BUY	$79.09 - $93.36 $43,657 - $51,534	552 Added 10.11%	6,011 $543,000
Q2 2023 Aug 10, 2023	SELL	$76.59 - $87.23 $6,510 - $7,414	-85 Reduced 1.53%	5,459 $443,000
Q1 2023 Apr 24, 2023	BUY	$76.97 - $93.11 $27,632 - $33,426	359 Added 6.92%	5,544 $459,000
Q4 2022 Jan 30, 2023	BUY	$76.09 - $94.08 $394,526 - $487,804	5,185 New	5,185 $453,000

Others Institutions Holding XLE

# of Institutions

2,121

Shares Held

209M

Call Options Held

56.6M

Put Options Held

125M

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About ENERGY SECTOR SPDR

Ticker XLE
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Berger Financial Group, Inc Energy Sector Spdr Transaction History