Berger Financial Group, Inc's ownership history for SPY

Berger Financial Group, Inc currently holds 24.2K shares with a market value of $16.5M. It started holding SPY on 2024-09-30. At its peak, it held 27.2K shares on 2024-09-30. Its highest holding value was $16.5M on 2025-12-31. At its lowest, it held 24.2K shares on 2025-12-31, with a value of $14.6M on 2024-12-31. In the recent 180 days, Berger Financial Group, Inc has decreased its shares by 2.3K. In the recent year, Berger Financial Group, Inc has decreased its shares by 721.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $204.6K on 2025-06-30. At its peak, it held 4 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $247.1K on 2025-06-30. At its lowest, it held 3 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $204.6K on 2025-12-31.