Spdr S&p 500 Etf shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.3M | 2.9k | 443.24 |
| 2023-03-31 | $1.3M | 3.2k | 409.36 |
| 2022-12-31 | $1.2M | 3.2k | 382.40 |
| 2022-09-30 | $1.2M | 3.4k | 357.12 |
| 2022-06-30 | $1.3M | 3.5k | 377.19 |
| 2022-03-31 | $1.5M | 3.2k | 451.65 |
| 2021-12-31 | $1.9M | 3.9k | 475.03 |
| 2021-09-30 | $1.7M | 4.0k | 429.08 |
| 2021-06-30 | $961k | 2.2k | 428.06 |
| 2021-03-31 | $890k | 2.2k | 396.44 |
| 2020-12-31 | $836k | 2.2k | 374.05 |
| 2020-09-30 | $749k | 2.2k | 334.82 |
| 2020-06-30 | $702k | 2.3k | 308.44 |
| 2020-03-31 | $568k | 2.2k | 257.83 |
| 2019-12-31 | $844k | 2.6k | 322.01 |
| 2019-09-30 | $797k | 2.7k | 296.61 |
| 2019-06-30 | $831k | 2.8k | 293.12 |
| 2019-03-31 | $814k | 2.9k | 282.54 |
| 2018-12-31 | $910k | 3.6k | 250.00 |
| 2018-09-30 | $979k | 3.4k | 290.85 |
| 2018-06-30 | $870k | 3.2k | 271.37 |
| 2018-03-31 | $828k | 3.1k | 263.19 |
| 2017-12-31 | $1.7M | 6.4k | 266.88 |
| 2017-09-30 | $1.5M | 5.8k | 251.25 |
| 2017-06-30 | $1.3M | 5.5k | 241.79 |
| 2017-03-31 | $1.3M | 5.4k | 235.81 |
| 2016-12-31 | $911k | 4.1k | 223.50 |
| 2016-09-30 | $364k | 1.7k | 216.15 |
| 2016-06-30 | $334k | 1.6k | 209.54 |
| 2016-03-31 | $344k | 1.7k | 205.50 |
More positions owned by BerganKDV Wealth Management
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