Berger Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Berger Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	324
2023 Q1	–	Sell	-2,000	Closed	-$765K	–	285
2022 Q4	$765K	Buy	+2,000	New	+$769K	0.1%	126
2022 Q2	–	Sell	-800	Closed	-$361K	–	279
2022 Q1	$361K	Buy	+800	New	+$356K	0.05%	180

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berger Financial Group's SPY Position: Q1 2026 in Review

Berger Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.6% in Q1 2026, selling an estimated $912K and leaving 22,810 shares worth $14.8M. The position accounts for 0.83% of the portfolio, ranked #26.

Berger Financial Group first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.5M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Berger Financial Group held 22,810 shares of State Street SPDR S&P 500 ETF Trust worth $14.8M as of Q1 2026.
Berger Financial Group sold 1,341 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $912K.
State Street SPDR S&P 500 ETF Trust made up 0.83% of Berger Financial Group's portfolio in Q1 2026, its #26 holding.
Berger Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Berger Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $16.5M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.