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

Berger Financial Group, Inc

$1.18 Billion
Q3 2024

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 3,065 shares of SDY stock, worth $407,399. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,065

Previous 3,044 0.69%

Holding current value

$407,399

Previous $387,000 12.4%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

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