BCGM Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
1,161
+35
| +3% | +$21.6K | 0.2% | 86 |
|
|
2025
Q1 | $630K | Sell |
1,126
-10
| -0.9% | -$5.59K | 0.19% | 90 |
|
|
2024
Q4 | $666K | Sell |
1,136
-346
| -23% | -$203K | 0.21% | 85 |
|
|
2024
Q3 | $850K | Hold |
1,482
| – | – | 0.28% | 72 |
|
|
2024
Q2 | $807K | Buy |
1,482
+124
| +9% | +$67.5K | 0.28% | 73 |
|
|
2024
Q1 | $710K | Buy |
1,358
+346
| +34% | +$181K | 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% | -$10.6K | 0.2% | 75 |
|
|
2023
Q1 | $424K | Hold |
1,036
| – | – | 0.21% | 72 |
|
|
2022
Q4 | $396K | Sell |
1,036
-18
| -2% | -$6.88K | 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% | -$20K | 0.27% | 64 |
|
|
2021
Q3 | $503K | Buy |
1,096
+62
| +6% | +$28.5K | 0.28% | 64 |
|
|
2021
Q2 | $453K | Buy |
1,034
+284
| +38% | +$124K | 0.27% | 63 |
|
|
2021
Q1 | $309K | Buy |
+750
| New | +$309K | 0.21% | 74 |
|