BFG
Berger Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Sell |
26,413
-284
| -1% | -$175K | 1.05% | 19 |
|
|
2025
Q1 | $14.9M | Buy |
26,697
+1,825
| +7% | +$1.02M | 1.04% | 18 |
|
|
2024
Q4 | $14.6M | Sell |
24,872
-2,284
| -8% | -$1.34M | 1.01% | 20 |
|
|
2024
Q3 | $15.6M | Sell |
27,156
-791
| -3% | -$454K | 1.12% | 20 |
|
|
2024
Q2 | $15.2M | Sell |
27,947
-290
| -1% | -$158K | 1.21% | 19 |
|
|
2024
Q1 | $14.8M | Buy |
28,237
+18,222
| +182% | +$9.53M | 1.22% | 20 |
|
|
2023
Q4 | $4.76M | Buy |
10,015
+1,799
| +22% | +$855K | 0.49% | 61 |
|
|
2023
Q3 | $3.51M | Sell |
8,216
-549
| -6% | -$235K | 0.4% | 76 |
|
|
2023
Q2 | $3.89M | Sell |
8,765
-1,478
| -14% | -$655K | 0.44% | 72 |
|
|
2023
Q1 | $4.19M | Sell |
10,243
-2,152
| -17% | -$881K | 0.5% | 67 |
|
|
2022
Q4 | $4.74M | Buy |
12,395
+4,554
| +58% | +$1.74M | 0.63% | 51 |
|
|
2022
Q3 | $2.8M | Sell |
7,841
-181
| -2% | -$64.7K | 0.41% | 70 |
|
|
2022
Q2 | $3.03M | Buy |
8,022
+906
| +13% | +$342K | 0.44% | 62 |
|
|
2022
Q1 | $3.21M | Buy |
7,116
+325
| +5% | +$147K | 0.41% | 69 |
|
|
2021
Q4 | $3.23M | Buy |
6,791
+480
| +8% | +$228K | 0.43% | 72 |
|
|
2021
Q3 | $2.71M | Buy |
6,311
+1
| +0% | +$429 | 0.49% | 61 |
|
|
2021
Q2 | $2.7M | Buy |
6,310
+163
| +3% | +$69.8K | 0.49% | 62 |
|
|
2021
Q1 | $2.44M | Buy |
6,147
+786
| +15% | +$311K | 0.53% | 61 |
|
|
2020
Q4 | $2.01M | Buy |
+5,361
| New | +$2.01M | 0.35% | 82 |
|