BCS 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 | $2.73M | Buy |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.21M | Hold |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $954K | Hold |
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|
2020
Q1 | $797K | Buy |
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|
2019
Q4 | $855K | Buy |
|