Berger Financial Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
10,846
+415
| +4% | +$30.2K | 0.05% | 214 |
|
|
2025
Q1 | $686K | Buy |
10,431
+421
| +4% | +$27.7K | 0.05% | 219 |
|
|
2024
Q4 | $690K | Buy |
10,010
+4,058
| +68% | +$280K | 0.05% | 213 |
|
|
2024
Q3 | $402K | Buy |
5,952
+52
| +0.9% | +$3.51K | 0.03% | 259 |
|
|
2024
Q2 | $378K | Buy |
5,900
+2,274
| +63% | +$146K | 0.03% | 246 |
|
|
2024
Q1 | $223K | Buy |
+3,626
| New | +$223K | 0.02% | 336 |
|