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

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025

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 8,736 shares of SPTM stock, worth $709,101. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,736
Previous 9,513 8.17%
Holding current value
$709,101
Previous $712,000 1.12%
% of portfolio
0.05%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$74.93 - $80.73 $58,220 - $62,727
-777 Reduced 8.17%
8,736 $704,000
Q2 2025

Jul 22, 2025
SELL
$60.34 - $74.89 $1,086 - $1,348
-18 Reduced 0.19%
9,513 $712,000
Q1 2025

May 12, 2025
SELL
$67.03 - $74.61 $36,330 - $40,438
-542 Reduced 5.38%
9,531 $648,000
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
760
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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