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

BCGM Wealth Management’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
2026 Q2	$927K	Buy	1,242 +4	+0.3%	+$2.9K	0.2%	91
2026 Q1	$805K	Buy	1,238 +47	+4%	+$32K	0.2%	88
2025 Q4	$812K	Hold	1,191	–	–	0.21%	86
2025 Q3	$793K	Buy	1,191 +30	+3%	+$19.2K	0.21%	88
2025 Q2	$717K	Buy	1,161 +35	+3%	+$20K	0.2%	86
2025 Q1	$630K	Sell	1,126 -10	-0.9%	-$5.88K	0.19%	90
2024 Q4	$666K	Sell	1,136 -346	-23%	-$204K	0.21%	85
2024 Q3	$850K	Hold	1,482	–	–	0.28%	72
2024 Q2	$807K	Buy	1,482 +124	+9%	+$64.9K	0.28%	73
2024 Q1	$710K	Buy	1,358 +346	+34%	+$172K	0.26%	73
2023 Q4	$481K	Hold	1,012	–	–	0.2%	80
2023 Q3	$433K	Hold	1,012	–	–	0.2%	77
2023 Q2	$449K	Sell	1,012 -24	-2%	-$10.1K	0.2%	75
2023 Q1	$424K	Hold	1,036	–	–	0.21%	72
2022 Q4	$396K	Sell	1,036 -18	-2%	-$6.92K	0.19%	73
2022 Q3	$395K	Hold	1,054	–	–	0.2%	72
2022 Q2	$434K	Hold	1,054	–	–	0.22%	67
2022 Q1	$434K	Hold	1,054	–	–	0.24%	69
2021 Q4	$501K	Sell	1,054 -42	-4%	-$19.3K	0.27%	64
2021 Q3	$503K	Buy	1,096 +62	+6%	+$27.3K	0.28%	64
2021 Q2	$453K	Buy	1,034 +284	+38%	+$119K	0.27%	63
2021 Q1	$309K	Buy	+750	New	+$289K	0.21%	74

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCGM Wealth Management's SPY Position: Q2 2026 in Review

BCGM Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.32% in Q2 2026, buying an estimated $2.9K and bringing the position to 1,242 shares worth $927K. The position accounts for 0.2% of the portfolio, ranked #91.

BCGM Wealth Management first reported a position in SPY in Q1 2021 and has held it in 22 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BCGM Wealth Management held 1,242 shares of State Street SPDR S&P 500 ETF Trust worth $927K as of Q2 2026.
BCGM Wealth Management bought 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 0.2% of BCGM Wealth Management's portfolio in Q2 2026, its #91 holding.
BCGM Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 22 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.