BFG
Berger Financial Group’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
17,016
-947
| -5% | -$38.3K | 0.04% | 230 |
|
|
2025
Q1 | $654K | Sell |
17,963
-398,976
| -96% | -$14.5M | 0.05% | 228 |
|
|
2024
Q4 | $14.2M | Buy |
416,939
+46,603
| +13% | +$1.59M | 0.98% | 21 |
|
|
2024
Q3 | $13.9M | Buy |
370,336
+28,898
| +8% | +$1.09M | 1% | 22 |
|
|
2024
Q2 | $12M | Buy |
341,438
+69,179
| +25% | +$2.43M | 0.95% | 26 |
|
|
2024
Q1 | $9.76M | Buy |
272,259
+45,666
| +20% | +$1.64M | 0.8% | 29 |
|
|
2023
Q4 | $7.71M | Buy |
226,593
+15,467
| +7% | +$526K | 0.8% | 28 |
|
|
2023
Q3 | $6.55M | Buy |
211,126
+24,429
| +13% | +$758K | 0.75% | 29 |
|
|
2023
Q2 | $6.08M | Buy |
186,697
+19,208
| +11% | +$625K | 0.69% | 33 |
|
|
2023
Q1 | $5.38M | Buy |
167,489
+82,749
| +98% | +$2.66M | 0.65% | 35 |
|
|
2022
Q4 | $2.52M | Buy |
84,740
+1,589
| +2% | +$47.2K | 0.33% | 79 |
|
|
2022
Q3 | $2.15M | Buy |
83,151
+8,127
| +11% | +$210K | 0.32% | 81 |
|
|
2022
Q2 | $2.16M | Buy |
75,024
+5,602
| +8% | +$162K | 0.32% | 71 |
|
|
2022
Q1 | $2.38M | Buy |
69,422
+811
| +1% | +$27.8K | 0.3% | 78 |
|
|
2021
Q4 | $2.5M | Buy |
68,611
+17,370
| +34% | +$634K | 0.33% | 78 |
|
|
2021
Q3 | $1.86M | Buy |
51,241
+7,189
| +16% | +$260K | 0.33% | 67 |
|
|
2021
Q2 | $1.62M | Buy |
44,052
+22,014
| +100% | +$810K | 0.29% | 71 |
|
|
2021
Q1 | $779K | Buy |
+22,038
| New | +$779K | 0.17% | 84 |
|