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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Berger Financial Group, Inc Portfolio

Follow Berger Financial Group, Inc and customize your updates to receive the information that matters most to you.

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.