BWM
BCS Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
107,255
+1,181
| +1% | +$113K | 2.2% | 7 |
|
|
2025
Q1 | $8.53M | Sell |
106,074
-1,370
| -1% | -$110K | 2.19% | 9 |
|
|
2024
Q4 | $9.44M | Buy |
107,444
+12,651
| +13% | +$1.11M | 2.35% | 5 |
|
|
2024
Q3 | $7.86M | Buy |
94,793
+6,549
| +7% | +$543K | 3.34% | 5 |
|
|
2024
Q2 | $7.07M | Buy |
88,244
+7,613
| +9% | +$610K | 3.44% | 5 |
|
|
2024
Q1 | $5.9M | Sell |
80,631
-3,173
| -4% | -$232K | 1.89% | 11 |
|
|
2023
Q4 | $5.45M | Buy |
83,804
+6,990
| +9% | +$455K | 2.01% | 11 |
|
|
2023
Q3 | $4.55M | Buy |
76,814
+3,590
| +5% | +$213K | 1.9% | 12 |
|
|
2023
Q2 | $4.47M | Buy |
73,224
+1,747
| +2% | +$107K | 3.26% | 6 |
|
|
2023
Q1 | $3.96M | Buy |
71,477
+12,011
| +20% | +$665K | 1.79% | 14 |
|
|
2022
Q4 | $3.01M | Buy |
59,466
+30,330
| +104% | +$1.54M | 1.26% | 20 |
|
|
2022
Q3 | $1.46M | Buy |
29,136
+10,099
| +53% | +$506K | 0.69% | 35 |
|
|
2022
Q2 | $995K | Buy |
19,037
+7,748
| +69% | +$405K | 0.44% | 54 |
|
|
2022
Q1 | $747K | Buy |
+11,289
| New | +$747K | 0.31% | 77 |
|