Berger Financial Group, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Berger Financial Group, Inc

$1.26 Billion
Q2 2025

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 17,016 shares of SPDW stock, worth $692,891. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,016

Previous 17,963 5.27%

Holding current value

$692,891

Previous $654,000 5.2%

% of portfolio

0.05%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$32.66 - $40.75 $30,929 - $38,590	-947 Reduced 5.27%	17,016 $688,000
Q1 2025 May 12, 2025	SELL	$33.84 - $37.77 $13.5 Million - $15.1 Million	-398,976 Reduced 95.69%	17,963 $654,000
Q4 2024 Feb 14, 2025	BUY	$34.13 - $37.35 $1.59 Million - $1.74 Million	46,603 Added 12.58%	416,939 $14.2 Million
Q3 2024 Nov 12, 2024	BUY	$33.74 - $37.96 $975,018 - $1.1 Million	28,898 Added 8.46%	370,336 $13.9 Million
Q2 2024 Aug 14, 2024	BUY	$34.2 - $36.64 $2.37 Million - $2.53 Million	69,179 Added 25.41%	341,438 $12 Million
Q1 2024 Apr 16, 2024	BUY	$32.85 - $35.9 $1.5 Million - $1.64 Million	45,666 Added 20.15%	272,259 $9.76 Million
Q4 2023 Feb 07, 2024	BUY	$29.46 - $34.07 $455,657 - $526,960	15,467 Added 7.33%	226,593 $7.71 Million
Q3 2023 Nov 03, 2023	BUY	$30.88 - $33.58 $754,367 - $820,325	24,429 Added 13.08%	211,126 $6.55 Million
Q2 2023 Aug 10, 2023	BUY	$31.7 - $33.66 $608,893 - $646,541	19,208 Added 11.47%	186,697 $6.08 Million
Q1 2023 Apr 24, 2023	BUY	$29.83 - $32.71 $2.47 Million - $2.71 Million	82,749 Added 97.65%	167,489 $5.38 Million
Q4 2022 Jan 30, 2023	BUY	$25.7 - $31.02 $40,837 - $49,290	1,589 Added 1.91%	84,740 $2.52 Million
Q3 2022 Oct 27, 2022	BUY	$25.67 - $30.93 $208,620 - $251,368	8,127 Added 10.83%	83,151 $2.15 Million
Q2 2022 Aug 08, 2022	BUY	$28.57 - $34.74 $160,049 - $194,613	5,602 Added 8.07%	75,024 $2.16 Million
Q1 2022 May 10, 2022	BUY	$31.42 - $36.91 $25,481 - $29,934	811 Added 1.18%	69,422 $2.38 Million
Q4 2021 Jan 26, 2022	BUY	$35.28 - $37.98 $612,813 - $659,712	17,370 Added 33.9%	68,611 $2.5 Million
Q3 2021 Oct 28, 2021	BUY	$35.68 - $38.17 $256,503 - $274,404	7,189 Added 16.32%	51,241 $1.86 Million
Q2 2021 Jul 29, 2021	BUY	$35.87 - $38.34 $789,642 - $844,016	22,014 Added 99.89%	44,052 $1.62 Million
Q1 2021 May 12, 2021	BUY	$33.6 - $35.9 $740,476 - $791,164	22,038 New	22,038 $779,000

Others Institutions Holding SPDW

# of Institutions

1,121

Shares Held

570M

Call Options Held

3.1K

Put Options Held

200

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About SPDR SER TR FDS SPDR PORTFOLIO

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Berger Financial Group, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History