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Von Berge Wealth Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Von Berge Wealth Management 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
2025
Q3 		– Sell
-2,305
Closed -$1.45M – 40
2025
Q2 		$1.45M Hold
2,305
– – 0.81% 26
2025
Q1 		$1.26M Buy
2,305
+130
+6% +$76.4K 0.81% 26
2024
Q4 		$1.32M Hold
2,175
– – 0.8% 28
2024
Q3 		$1.29M Sell
2,175
-23
-1% -$12.7K 0.8% 28
2024
Q2 		$1.2M Buy
2,198
+2
+0.1% +$1.05K 0.76% 29
2024
Q1 		$1.15M Buy
2,196
+2
+0.1% +$996 0.74% 28
2023
Q4 		$1.05M Buy
2,194
+236
+12% +$105K 0.8% 30
2023
Q3 		$837K Buy
1,958
+2
+0.1% +$890 0.71% 29
2023
Q2 		$867K Buy
1,956
+34
+2% +$14.3K 0.72% 29
2023
Q1 		$790K Sell
1,922
-107
-5% -$42.7K 0.71% 28
2022
Q4 		$823K Buy
2,029
+2
+0.1% +$769 0.74% 26
2022
Q3 		$730K Buy
2,027
+2
+0.1% +$794 0.78% 29
2022
Q2 		$767K Buy
2,025
+124
+7% +$50.8K 0.8% 28
2022
Q1 		$832K Buy
1,901
+1
+0.1% +$445 0.76% 28
2021
Q4 		$855K Buy
+1,900
New +$872K 0.79% 29

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Von Berge Wealth Management Group's SPY Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 2,305 shares — an estimated $1.45M sold.

Von Berge Wealth Management Group first reported a position in SPY in Q4 2021 and held it in 15 quarters. The position peaked at $1.45M in Q2 2025. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 2,305 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $1.45M.
  • Von Berge Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.45M in Q2 2025.
  • 4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.