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Spdr Ser Tr sp500 fosl etf shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.1M 29k 36.17
2023-03-31 $570k 17k 33.24
2022-12-31 $532k 5.7k 93.35
2022-09-30 $455k 5.2k 87.08
2022-06-30 $481k 5.2k 92.27
2022-03-31 $573k 5.2k 111.11
2021-12-31 $589k 5.0k 117.80
2021-09-30 $424k 4.0k 106.35
2021-06-30 $233k 2.2k 106.20
2021-03-31 $189k 1.9k 98.08
2020-12-31 $20k 211 94.79
2020-09-30 $18k 211 85.31