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
2026 Q1	$777K	Buy	10,156 +220	+2%	+$17.6K	0.04%	235
2025 Q4	$797K	Sell	9,936 -938	-9%	-$74.6K	0.05%	231
2025 Q3	$852K	Buy	10,874 +28	+0.3%	+$2.11K	0.05%	225
2025 Q2	$788K	Buy	10,846 +415	+4%	+$27.9K	0.05%	216
2025 Q1	$686K	Buy	10,431 +421	+4%	+$29.1K	0.05%	220
2024 Q4	$690K	Buy	10,010 +4,058	+68%	+$281K	0.05%	214
2024 Q3	$402K	Buy	5,952 +52	+0.9%	+$3.38K	0.03%	259
2024 Q2	$378K	Buy	5,900 +2,274	+63%	+$140K	0.03%	246
2024 Q1	$223K	Buy	+3,626	New	+$212K	0.02%	336

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Berger Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q1 2026, buying an estimated $17.6K and bringing the position to 10,156 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #235.

Berger Financial Group first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $852K in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Berger Financial Group held 10,156 shares of State Street SPDR Portfolio S&P 500 ETF worth $777K as of Q1 2026.
Berger Financial Group bought 220 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $17.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #235 holding.
Berger Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Berger Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $852K in Q3 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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