SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Berger Financial Group, Inc's Holding History (CIK: 0001826136)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 24,151 Value ($000) $16,469 Avg Close — Range —
Q3 2025
Shares 24,691 Value ($000) $16,449 Avg Close — Range —
Q2 2025
Shares 26,413 Value ($000) $16,319 Avg Close — Range —
Q1 2025
Shares 26,697 Value ($000) $14,934 Avg Close — Range —
Q4 2024
Shares 24,872 Value ($000) $14,577 Avg Close — Range —
Q3 2024
Shares 27,156 Value ($000) $15,581 Avg Close — Range —
Q2 2024
Shares 27,947 Value ($000) $15,209 Avg Close — Range —
Q1 2024
Shares 28,237 Value ($000) $14,770 Avg Close — Range —
Q4 2023
Shares 10,015 Value ($000) $4,760 Avg Close — Range —
Q3 2023
Shares 8,216 Value ($000) $3,512 Avg Close — Range —
Q2 2023
Shares 8,765 Value ($000) $3,885 Avg Close — Range —
Q1 2023
Shares 10,243 Value ($000) $4,193 Avg Close — Range —
Q4 2022
Shares 12,395 Value ($000) $4,740 Avg Close — Range —
Q3 2022
Shares 7,841 Value ($000) $2,801 Avg Close — Range —
Q2 2022
Shares 8,022 Value ($000) $3,026 Avg Close — Range —
Q1 2022
Shares 7,116 Value ($000) $3,214 Avg Close — Range —
Q4 2021
Shares 6,791 Value ($000) $3,226 Avg Close — Range —
Q3 2021
Shares 6,311 Value ($000) $2,708 Avg Close — Range —
Q2 2021
Shares 6,310 Value ($000) $2,701 Avg Close — Range —
Q1 2021
Shares 6,147 Value ($000) $2,436 Avg Close — Range —
Q4 2020
Shares 5,361 Value ($000) $2,005 Avg Close — Range —