Von Berge Wealth Management Group, LLC Spdr S&P 500 ETF Trust Transaction History

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q2 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 2,198 shares of SPY stock, worth $1.19 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
2,198
Previous 2,196 0.09%
Holding current value
$1.19 Million
Previous $1.15 Million 4.18%
% of portfolio
0.76%
Previous 0.74%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.09%
2,198 $1.2 Million
Q1 2024

Apr 12, 2024
BUY
$467.28 - $523.17 $934 - $1,046
2 Added 0.09%
2,196 $1.15 Million
Q4 2023

Jan 19, 2024
BUY
$410.68 - $476.69 $96,920 - $112,498
236 Added 12.05%
2,194 $1.04 Million
Q3 2023

Nov 03, 2023
BUY
$425.88 - $457.79 $851 - $915
2 Added 0.1%
1,958 $837,000
Q2 2023

Jul 20, 2023
BUY
$404.36 - $443.28 $13,748 - $15,071
34 Added 1.77%
1,956 $867,000
Q1 2023

Apr 12, 2023
SELL
$379.5 - $416.78 $40,606 - $44,595
-107 Reduced 5.27%
1,922 $786,000
Q4 2022

Feb 02, 2023
BUY
$357.63 - $407.42 $715 - $814
2 Added 0.1%
2,029 $775,000
Q3 2022

Oct 13, 2022
BUY
$357.18 - $429.7 $714 - $859
2 Added 0.1%
2,027 $730,000
Q2 2022

Jul 18, 2022
BUY
$365.86 - $456.8 $45,366 - $56,643
124 Added 6.52%
2,025 $767,000
Q1 2022

Apr 22, 2022
BUY
$416.25 - $477.71 $416 - $477
1 Added 0.05%
1,901 $832,000
Q4 2021

Feb 07, 2022
BUY
$428.64 - $477.48 $814,416 - $907,212
1,900 New
1,900 $855,000

Others Institutions Holding SPY

# of Institutions
4,424
Shares Held
557M
Call Options Held
274M
Put Options Held
402M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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