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Consumer Staples Select Sect. SPDR shares owned by Berger Financial Group

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. 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 Consumer Staples Select Sect. SPDR by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 40k 76.36
2023-12-31 $225k 3.1k 72.03

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Pgim Etf Tr Jennison Foc Gwt (PJFG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Ishares Tr Core Us Aggbd Et (AGG)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Goldman Sachs Group
UBS Group
Jpmorgan Chase & Co
Citadel Advisors
Caisse de depot et placement du Quebec
Wells Fargo & Company
Branch Banking & Trust Company
Harel Insurance Investments & Financial Services
WestEnd Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Raymond James & Associates
Brevan Howard Capital Management
Squarepoint Ops
Janney Montgomery Scott

View all funds holding Consumer Staples Select Sect. SPDR