Utilities SPDR shares owned by Berger Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 52k | 80.78 |
| 2024-03-31 | $3.8M | 58k | 65.65 |
| 2023-12-31 | $240k | 3.8k | 63.33 |
| 2023-06-30 | $470k | 7.2k | 65.44 |
| 2023-03-31 | $474k | 7.0k | 67.69 |
| 2022-12-31 | $521k | 7.4k | 70.50 |
| 2022-09-30 | $486k | 7.4k | 65.57 |
| 2022-06-30 | $518k | 7.4k | 70.14 |
| 2022-03-31 | $550k | 7.4k | 74.48 |
| 2021-12-31 | $529k | 7.4k | 71.63 |
| 2021-09-30 | $529k | 8.3k | 63.85 |
| 2021-06-30 | $524k | 8.3k | 63.29 |
| 2021-03-31 | $525k | 8.2k | 63.99 |
| 2020-12-31 | $524k | 8.4k | 62.66 |