Berger Financial Group, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Berger Financial Group, Inc
- $1.08 Billion
- Q2 2024
A detailed history of Berger Financial Group, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Berger Financial Group, Inc holds 341,438 shares of SPDW stock, worth $12.2 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
341,438
Previous 272,259
25.41%
Holding current value
$12.2 Million
Previous $9.76 Million
22.75%
% of portfolio
1.11%
Previous 0.94%
Shares
14 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio