Berger Financial Group, Inc Spdr Portfolio S&P 1500 Compos Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Berger Financial Group, Inc holds 10,073 shares of SPTM stock, worth $678,315. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,073

Previous 10,488 3.96%

Holding current value

$678,315

Previous $734,000 2.04%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$69.3 - $74.3 $28,759 - $30,834	-415 Reduced 3.96%	10,073 $719,000
Q3 2024 Nov 12, 2024	SELL	$63.28 - $70.06 $7,403 - $8,197	-117 Reduced 1.1%	10,488 $734,000
Q2 2024 Aug 14, 2024	SELL	$60.69 - $66.83 $152,999 - $168,478	-2,521 Reduced 19.21%	10,605 $703,000
Q1 2024 Apr 16, 2024	SELL	$57.38 - $64.15 $141,843 - $158,578	-2,472 Reduced 15.85%	13,126 $842,000
Q4 2023 Feb 07, 2024	BUY	$50.31 - $58.65 $100 - $117	2 Added 0.01%	15,598 $911,000
Q3 2023 Nov 03, 2023	SELL	$52.22 - $56.31 $61,932 - $66,783	-1,186 Reduced 7.07%	15,596 $818,000
Q2 2023 Aug 10, 2023	SELL	$49.75 - $54.44 $7,562 - $8,274	-152 Reduced 0.9%	16,782 $913,000
Q1 2023 Apr 24, 2023	SELL	$46.97 - $51.65 $17,003 - $18,697	-362 Reduced 2.09%	16,934 $853,000
Q4 2022 Jan 30, 2023	SELL	$44.09 - $50.41 $429,701 - $491,295	-9,746 Reduced 36.04%	17,296 $817,000
Q3 2022 Oct 27, 2022	BUY	$44.11 - $53.04 $447,187 - $537,719	10,138 Added 59.97%	27,042 $1.19 Million
Q2 2022 Aug 08, 2022	BUY	$45.19 - $56.15 $763,891 - $949,159	16,904 New	16,904 $786,000

Others Institutions Holding SPTM

# of Institutions

686

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Berger Financial Group, Inc Spdr Portfolio S&P 1500 Compos Transaction History