Energy Select Sector SPDR shares owned by Berger Financial Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Energy Select Sector SPDR by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $652k | 7.4k | 87.80 |
| 2024-03-31 | $791k | 8.4k | 94.41 |
| 2023-12-31 | $547k | 6.5k | 83.84 |
| 2023-09-30 | $543k | 6.0k | 90.39 |
| 2023-06-30 | $443k | 5.5k | 81.17 |
| 2023-03-31 | $459k | 5.5k | 82.83 |
| 2022-12-31 | $454k | 5.2k | 87.47 |