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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$852K	Buy
2025 Q2	$788K	Buy
2025 Q1	$686K	Buy
2024 Q4	$690K	Buy
2024 Q3	$402K	Buy
2024 Q2	$378K	Buy
2024 Q1	$223K	Buy