Berger Financial Group »

Consumer Discretionary SPDR shares owned by Berger Financial Group

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consumer Discretionary SPDR by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $383k 1.9k 200.37
2024-03-31 $352k 1.9k 183.89
2023-12-31 $317k 1.8k 178.81

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Us Aggbd Et (AGG)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Amazon (AMZN)

View all positions for Berger Financial Group

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Barclays
Jpmorgan Chase & Co
Morgan Stanley
Millennium Management
Citadel Advisors
Wells Fargo & Company
Balyasny Asset Management
Envestnet Asset Management
Susquehanna International
Goldman Sachs Group
Raymond James & Associates
Green Harvest Asset Management
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott

View all funds holding Consumer Discretionary SPDR