Berger Financial Group, Inc Spdr Series Tr Spdr S&P Divide Transaction History

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

A detailed history of Berger Financial Group, Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Berger Financial Group, Inc holds 2,976 shares of SDY stock, worth $400,867. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,976

Previous 3,027 1.68%

Holding current value

$400,867

Previous $399,000 1.0%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$128.74 - $138.67 $6,565 - $7,072	-51 Reduced 1.68%	2,976 $403,000
Q4 2024 Feb 14, 2025	SELL	$131.66 - $144.0 $5,003 - $5,472	-38 Reduced 1.24%	3,027 $399,000
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $2,644 - $2,982	21 Added 0.69%	3,065 $435,000
Q2 2024 Aug 14, 2024	BUY	$124.6 - $132.46 $10,466 - $11,126	84 Added 2.84%	3,044 $387,000
Q1 2024 Apr 16, 2024	SELL	$122.28 - $131.24 $1,711 - $1,837	-14 Reduced 0.47%	2,960 $388,000
Q4 2023 Feb 07, 2024	SELL	$110.2 - $125.58 $5,950 - $6,781	-54 Reduced 1.78%	2,974 $371,000
Q3 2023 Nov 03, 2023	BUY	$115.01 - $127.58 $3,680 - $4,082	32 Added 1.07%	3,028 $348,000
Q2 2023 Aug 10, 2023	BUY	$117.3 - $124.97 $586 - $624	5 Added 0.17%	2,996 $367,000
Q1 2023 Apr 24, 2023	SELL	$117.74 - $132.18 $7,653 - $8,591	-65 Reduced 2.13%	2,991 $370,000
Q4 2022 Jan 30, 2023	SELL	$112.65 - $131.57 $24,332 - $28,419	-216 Reduced 6.6%	3,056 $382,000
Q3 2022 Oct 27, 2022	BUY	$111.5 - $132.34 $26,314 - $31,232	236 Added 7.77%	3,272 $365,000
Q2 2022 Aug 08, 2022	BUY	$114.07 - $132.3 $23,384 - $27,121	205 Added 7.24%	3,036 $360,000
Q1 2022 May 10, 2022	BUY	$121.65 - $130.75 $486 - $523	4 Added 0.14%	2,831 $363,000
Q4 2021 Jan 26, 2022	BUY	$118.81 - $129.12 $67,008 - $72,823	564 Added 24.92%	2,827 $365,000
Q3 2021 Oct 28, 2021	BUY	$117.12 - $125.76 $3,162 - $3,395	27 Added 1.21%	2,263 $266,000
Q2 2021 Jul 29, 2021	BUY	$118.74 - $127.47 $1,899 - $2,039	16 Added 0.72%	2,236 $273,000
Q1 2021 May 12, 2021	BUY	$104.47 - $119.79 $3,029 - $3,473	29 Added 1.32%	2,220 $262,000
Q4 2020 Feb 02, 2021	BUY	$91.76 - $107.36 $201,046 - $235,225	2,191 New	2,191 $232,000

Others Institutions Holding SDY

# of Institutions

1,321

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Berger Financial Group, Inc Spdr Series Tr Spdr S&P Divide Transaction History