A detailed history of Berger Financial Group, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Berger Financial Group, Inc holds 27,156 shares of SPY stock, worth $16.4 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
27,156
Previous 27,947 2.83%
Holding current value
$16.4 Million
Previous $15.2 Million 2.46%
% of portfolio
1.32%
Previous 1.41%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$517.38 - $573.86 $409,247 - $453,923
-791 Reduced 2.83%
27,156 $15.6 Million
Q2 2024

Aug 14, 2024

SELL
$495.16 - $548.49 $143,596 - $159,062
-290 Reduced 1.03%
27,947 $15.2 Million
Q1 2024

Apr 16, 2024

BUY
$467.28 - $523.17 $8.51 Million - $9.53 Million
18,222 Added 181.95%
28,237 $14.8 Million
Q4 2023

Feb 07, 2024

BUY
$410.68 - $476.69 $738,813 - $857,565
1,799 Added 21.9%
10,015 $4.76 Million
Q3 2023

Nov 03, 2023

SELL
$425.88 - $457.79 $233,808 - $251,326
-549 Reduced 6.26%
8,216 $3.51 Million
Q2 2023

Aug 10, 2023

SELL
$404.36 - $443.28 $597,644 - $655,167
-1,478 Reduced 14.43%
8,765 $3.89 Million
Q1 2023

Apr 24, 2023

SELL
$379.5 - $416.78 $816,684 - $896,910
-2,152 Reduced 17.36%
10,243 $4.19 Million
Q4 2022

Jan 30, 2023

BUY
$357.63 - $407.42 $1.63 Million - $1.86 Million
4,554 Added 58.08%
12,395 $4.74 Million
Q3 2022

Oct 27, 2022

SELL
$357.18 - $429.7 $64,649 - $77,775
-181 Reduced 2.26%
7,841 $2.8 Million
Q2 2022

Aug 08, 2022

BUY
$365.86 - $456.8 $331,469 - $413,860
906 Added 12.73%
8,022 $3.03 Million
Q1 2022

May 10, 2022

BUY
$416.25 - $477.71 $135,281 - $155,255
325 Added 4.79%
7,116 $3.21 Million
Q4 2021

Jan 26, 2022

BUY
$428.64 - $477.48 $205,747 - $229,190
480 Added 7.61%
6,791 $3.23 Million
Q3 2021

Oct 28, 2021

BUY
$424.97 - $453.19 $424 - $453
1 Added 0.02%
6,311 $2.71 Million
Q2 2021

Jul 29, 2021

BUY
$400.61 - $428.06 $65,299 - $69,773
163 Added 2.65%
6,310 $2.7 Million
Q1 2021

May 12, 2021

BUY
$368.79 - $397.26 $289,868 - $312,246
786 Added 14.66%
6,147 $2.44 Million
Q4 2020

Feb 02, 2021

BUY
$326.54 - $373.88 $1.75 Million - $2 Million
5,361 New
5,361 $2.01 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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