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

Berger Financial Group, Inc

$1.04 Billion
Q1 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 13,126 shares of SPTM stock, worth $876,685. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,126

Previous 15,598 15.85%

Holding current value

$876,685

Previous $911,000 7.57%

% of portfolio

0.08%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$46.29 - $50.41 $451,142 - $491,295	-9,746 Reduced 36.04%	17,296 $817,000
Q3 2022 Oct 27, 2022	BUY	N/A	10,138 Added 59.97%	27,042 $1.19 Million
Q2 2022 Aug 08, 2022	BUY	N/A	16,904 New	16,904 $786,000

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

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 Portfolio S&P 1500 Compos Transaction History