Berger Financial Group, Inc Utilities Sector Spdr Transaction History

Berger Financial Group, Inc

$1.39 Billion
Q4 2025

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 116,964 shares of XLU stock, worth $10.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

116,964

Previous 54,284 115.47%

Holding current value

$10.4 Million

Previous $4.73 Million 119.29%

% of portfolio

0.75%

Previous 0.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$87.89 - $92.9 $5.51 Million - $5.82 Million	62,680 Added 115.47%	116,964 $10.4 Million
Q3 2025 Oct 14, 2025	BUY	$81.14 - $87.32 $136,234 - $146,610	1,679 Added 3.19%	54,284 $4.73 Million
Q2 2025 Jul 22, 2025	BUY	$73.09 - $82.77 $119,940 - $135,825	1,641 Added 3.22%	52,605 $4.3 Million
Q1 2025 May 12, 2025	BUY	$74.7 - $80.27 $79,854 - $85,808	1,069 Added 2.14%	50,964 $4.02 Million
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

1,680

Shares Held

170M

Call Options Held

14.8M

Put Options Held

30.1M

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About UTILITIES SECTOR SPDR

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