de BSW Wealth Partners State Street SPDR S&P 500 ETF Trust SPY Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 34.7 M | Comprar |
46,466
+107
| +0.2% | +USD 77.6 k | 3.86% | 6 |
|
|
2026
Q1 | USD 30.1 M | Vender |
46,359
-242
| -0.5% | -USD 165 k | 3.68% | 6 |
|
|
2025
Q4 | USD 31.8 M | Vender |
46,601
-851
| -2% | -USD 575 k | 3.81% | 5 |
|
|
2025
Q3 | USD 31.6 M | Vender |
47,452
-28
| -0.1% | -USD 17.9 k | 3.94% | 6 |
|
|
2025
Q2 | USD 29.3 M | Comprar |
47,480
+852
| +2% | +USD 487 k | 4.02% | 6 |
|
|
2025
Q1 | USD 26.1 M | Vender |
46,628
-581
| -1% | -USD 341 k | 3.96% | 6 |
|
|
2024
Q4 | USD 27.7 M | Vender |
47,209
-174
| -0.4% | -USD 103 k | 4.06% | 5 |
|
|
2024
Q3 | USD 27.2 M | Comprar |
47,383
+298
| +0.6% | +USD 165 k | 4.08% | 5 |
|
|
2024
Q2 | USD 25.6 M | Vender |
47,085
-471
| -1% | -USD 247 k | 4.2% | 5 |
|
|
2024
Q1 | USD 24.9 M | Vender |
47,556
-308
| -0.6% | -USD 153 k | 4.21% | 4 |
|
|
2023
Q4 | USD 22.8 M | Vender |
47,864
-711
| -1% | -USD 317 k | 4.51% | 5 |
|
|
2023
Q3 | USD 20.8 M | Vender |
48,575
-964
| -2% | -USD 429 k | 4.62% | 5 |
|
|
2023
Q2 | USD 22 M | Vender |
49,539
-771
| -2% | -USD 324 k | 4.58% | 5 |
|
|
2023
Q1 | USD 20.6 M | Comprar |
50,310
+150
| +0.3% | +USD 59.8 k | 4.22% | 5 |
|
|
2022
Q4 | USD 19.2 M | Vender |
50,160
-1,072
| -2% | -USD 412 k | 4.12% | 5 |
|
|
2022
Q3 | USD 18.3 M | Comprar |
51,232
+1,092
| +2% | +USD 434 k | 4.49% | 4 |
|
|
2022
Q2 | USD 18.9 M | Vender |
50,140
-250
| -0.5% | -USD 102 k | 4.53% | 4 |
|
|
2022
Q1 | USD 22.8 M | Vender |
50,390
-1,717
| -3% | -USD 764 k | 5.75% | 3 |
|
|
2021
Q4 | USD 24.7 M | Vender |
52,107
-2,435
| -4% | -USD 1.12 M | 6.21% | 3 |
|
|
2021
Q3 | USD 23.4 M | Vender |
54,542
-229
| -0.4% | -USD 101 k | 6.54% | 2 |
|
|
2021
Q2 | USD 23.4 M | Vender |
54,771
-830
| -1% | -USD 346 k | 6.45% | 2 |
|
|
2021
Q1 | USD 22 M | Vender |
55,601
-193
| -0.3% | -USD 74.4 k | 6.37% | 3 |
|
|
2020
Q4 | USD 20.9 M | Vender |
55,794
-150
| -0.3% | -USD 53.2 k | 6.41% | 3 |
|
|
2020
Q3 | USD 18.7 M | Vender |
55,944
-3,452
| -6% | -USD 1.14 M | 7.03% | 3 |
|
|
2020
Q2 | USD 18.3 M | Vender |
59,396
-858
| -1% | -USD 251 k | 6.14% | 3 |
|
|
2020
Q1 | USD 15.5 M | Vender |
60,254
-1,313
| -2% | -USD 401 k | 6.45% | 3 |
|
|
2019
Q4 | USD 19.8 M | Vender |
61,567
-120
| -0.2% | -USD 37 k | 6.75% | 3 |
|
|
2019
Q3 | USD 18.3 M | Vender |
61,687
-220
| -0.4% | -USD 65 k | 7.04% | 3 |
|
|
2019
Q2 | USD 18.1 M | Vender |
61,907
-1,412
| -2% | -USD 407 k | 6.86% | 3 |
|
|
2019
Q1 | USD 17.9 M | Vender |
63,319
-29
| -0% | -USD 7.88 k | 7.08% | 3 |
|
|
2018
Q4 | USD 15.8 M | Vender |
63,348
-3,700
| -6% | -USD 998 k | 5.98% | 5 |
|
|
2018
Q3 | USD 19.5 M | Comprar |
67,048
+1,259
| +2% | +USD 359 k | 7.43% | 4 |
|
|
2018
Q2 | USD 17.8 M | Vender |
65,789
-684
| -1% | -USD 185 k | 7.72% | 4 |
|
|
2018
Q1 | USD 17.5 M | Vender |
66,473
-8,124
| -11% | -USD 2.22 M | 7.84% | 4 |
|
|
2017
Q4 | USD 19.9 M | Vender |
74,597
-829
| -1% | -USD 216 k | 8.28% | 4 |
|
|
2017
Q3 | USD 18.9 M | Vender |
75,426
-86
| -0.1% | -USD 21.2 k | 8.26% | 4 |
|
|
2017
Q2 | USD 18.3 M | Comprar |
75,512
+2,198
| +3% | +USD 527 k | 8.31% | 4 |
|
|
2017
Q1 | USD 17.3 M | Vender |
73,314
-2,987
| -4% | -USD 694 k | 8.56% | 4 |
|
|
2016
Q4 | USD 17.1 M | Comprar |
76,301
+59,409
| +352% | +USD 13 M | 8.91% | 4 |
|
|
2016
Q3 | USD 78.1 k | Vender |
16,892
-67,463
| -80% | -USD 14.6 M | 2.7% | 9 |
|
|
2016
Q2 | USD 17.7 M | Vender |
84,355
-3,794
| -4% | -USD 787 k | 9.72% | 3 |
|
|
2016
Q1 | USD 18.1 M | Vender |
88,149
-5,996
| -6% | -USD 1.17 M | 10.2% | 3 |
|
|
2015
Q4 | USD 19.2 M | Comprar |
94,145
+1,925
| +2% | +USD 395 k | 9.59% | 3 |
|
|
2015
Q3 | USD 17.7 M | Vender |
92,220
-3,997
| -4% | -USD 811 k | 10.54% | 3 |
|
|
2015
Q2 | USD 19.8 M | Vender |
96,217
-3,725
| -4% | -USD 783 k | 12.58% | 3 |
|
|
2015
Q1 | USD 20.6 M | Vender |
99,942
-118
| -0.1% | -USD 24.4 k | 13.12% | 3 |
|
|
2014
Q4 | USD 20.6 M | Vender |
100,060
-2,505
| -2% | -USD 504 k | 16.6% | 2 |
|
|
2014
Q3 | USD 20.2 M | Vender |
102,565
-3,162
| -3% | -USD 625 k | 15.82% | 2 |
|
|
2014
Q2 | USD 20.7 M | Vender |
105,727
-1,728
| -2% | -USD 329 k | 16.32% | 2 |
|
|
2014
Q1 | USD 20.1 M | Vender |
107,455
-621
| -0.6% | -USD 114 k | 16.26% | 2 |
|
|
2013
Q4 | USD 20 M | Vender |
108,076
-17,169
| -14% | -USD 3.04 M | 15.94% | 2 |
|
|
2013
Q3 | USD 21 M | Vender |
125,245
-5,844
| -4% | -USD 979 k | 18.31% | 2 |
|
|
2013
Q2 | USD 21 M | Comprar |
+131,089
| Nuevas | +USD 21.1 M | 18.47% | 2 |
|
Otros fondos que tienen SPY en su cartera
Posición de BSW Wealth Partners en SPY: resumen de T2 2026
BSW Wealth Partners aumentó su participación en State Street SPDR S&P 500 ETF Trust (SPY) en 0.23% durante T2 2026, al comprar aproximadamente USD 77.6 k y elevar la posición a 46,466 acciones con un valor de USD 34.7 M. La posición representa 3.86% de la cartera y ocupa el puesto #6.
BSW Wealth Partners reportó por primera vez una posición en SPY en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 4,688 fondos que sigue Wall St. Rank mantienen una posición en SPY.
- Al cierre de T2 2026, BSW Wealth Partners tenía 46,466 acciones de State Street SPDR S&P 500 ETF Trust con un valor de USD 34.7 M.
- BSW Wealth Partners compró 107 acciones de State Street SPDR S&P 500 ETF Trust en T2 2026, por un monto estimado de USD 77.6 k.
- State Street SPDR S&P 500 ETF Trust representó 3.86% de la cartera de BSW Wealth Partners en T2 2026 y fue su posición número 6.
- BSW Wealth Partners reportó por primera vez una posición en State Street SPDR S&P 500 ETF Trust en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 4,688 fondos que sigue Wall St. Rank tenían State Street SPDR S&P 500 ETF Trust en cartera.
Según el Informe 13F de BSW Wealth Partners correspondiente a T2 2026, presentado el 15 jul 2026.