Spdr Ser Tr shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Spdr Ser Tr
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Quarterly reported holdings in Spdr Ser Tr by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.4M | 33k | 43.05 |
| 2023-03-31 | $773k | 20k | 39.43 |
| 2022-12-31 | $718k | 20k | 36.66 |
| 2022-09-30 | $612k | 18k | 34.02 |
| 2022-06-30 | $651k | 18k | 36.25 |
| 2022-03-31 | $778k | 18k | 43.45 |
| 2021-12-31 | $785k | 17k | 45.31 |
| 2021-09-30 | $564k | 14k | 40.32 |
| 2021-06-30 | $311k | 7.8k | 40.12 |
| 2021-03-31 | $252k | 6.8k | 36.94 |
| 2020-12-31 | $26k | 747 | 34.81 |
| 2020-09-30 | $24k | 747 | 32.13 |
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