BCGM Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
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|
2025
Q1 | $630K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $850K | Hold |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $433K | Hold |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $434K | Hold |
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|
2022
Q1 | $434K | Hold |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $309K | Buy |
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