Spdr S&p 500 Etf shares owned by Berger Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 25k | 666.19 |
| 2025-06-30 | $17M | 27k | 617.85 |
| 2025-03-31 | $15M | 27k | 559.39 |
| 2024-12-31 | $15M | 25k | 586.08 |
| 2024-09-30 | $16M | 27k | 573.76 |
| 2024-03-31 | $15M | 28k | 523.07 |
| 2023-12-31 | $4.8M | 10k | 475.29 |
| 2023-09-30 | $3.5M | 8.2k | 427.50 |
| 2023-06-30 | $3.9M | 8.8k | 443.29 |
| 2023-03-31 | $4.2M | 10k | 409.39 |
| 2022-12-31 | $5.5M | 14k | 382.42 |
| 2022-09-30 | $2.8M | 7.8k | 357.22 |
| 2022-06-30 | $3.0M | 8.0k | 377.21 |
| 2022-03-31 | $3.6M | 7.9k | 451.66 |
| 2021-12-31 | $3.2M | 6.8k | 475.04 |
| 2021-09-30 | $2.7M | 6.3k | 429.09 |
| 2021-06-30 | $2.7M | 6.3k | 428.05 |
| 2021-03-31 | $2.4M | 6.1k | 396.29 |
| 2020-12-31 | $2.0M | 5.4k | 374.00 |