BFWA
Benchmark Financial Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Sell |
53,228
-5,335
| -9% | -$3.3M | 10.87% | 1 |
|
|
2025
Q1 | $32.8M | Sell |
58,563
-19,180
| -25% | -$10.7M | 12.37% | 1 |
|
|
2024
Q4 | $45.6M | Buy |
77,743
+6,655
| +9% | +$3.9M | 14.6% | 1 |
|
|
2024
Q3 | $40.8M | Buy |
71,088
+7,057
| +11% | +$4.05M | 13.6% | 1 |
|
|
2024
Q2 | $34.8M | Buy |
64,031
+3,680
| +6% | +$2M | 12.91% | 1 |
|
|
2024
Q1 | $31.6M | Buy |
60,351
+2,503
| +4% | +$1.31M | 12.06% | 2 |
|
|
2023
Q4 | $27.5M | Buy |
57,848
+5,132
| +10% | +$2.44M | 11.85% | 2 |
|
|
2023
Q3 | $22.5M | Buy |
52,716
+3,676
| +7% | +$1.57M | 10.59% | 3 |
|
|
2023
Q2 | $21.7M | Buy |
49,040
+13,147
| +37% | +$5.83M | 10.08% | 4 |
|
|
2023
Q1 | $14.7M | Buy |
35,893
+8,576
| +31% | +$3.51M | 7.55% | 5 |
|
|
2022
Q4 | $10.4M | Buy |
27,317
+8,718
| +47% | +$3.33M | 5.68% | 7 |
|
|
2022
Q3 | $6.64M | Buy |
18,599
+7,848
| +73% | +$2.8M | 3.91% | 8 |
|
|
2022
Q2 | $4.06M | Sell |
10,751
-1,917
| -15% | -$723K | 2.08% | 16 |
|
|
2022
Q1 | $5.72M | Buy |
12,668
+5,848
| +86% | +$2.64M | 2.43% | 15 |
|
|
2021
Q4 | $3.24M | Buy |
6,820
+1,273
| +23% | +$605K | 1.35% | 21 |
|
|
2021
Q3 | $2.38M | Buy |
5,547
+1,421
| +34% | +$610K | 1.13% | 20 |
|
|
2021
Q2 | $1.77M | Buy |
4,126
+1,590
| +63% | +$681K | 0.84% | 21 |
|
|
2021
Q1 | $1.01M | Sell |
2,536
-455
| -15% | -$180K | 0.55% | 24 |
|
|
2020
Q4 | $1.12M | Buy |
2,991
+420
| +16% | +$157K | 0.62% | 27 |
|
|
2020
Q3 | $861K | Buy |
2,571
+159
| +7% | +$53.2K | 0.55% | 27 |
|
|
2020
Q2 | $744K | Buy |
2,412
+209
| +9% | +$64.5K | 0.55% | 28 |
|
|
2020
Q1 | $568K | Buy |
2,203
+9
| +0.4% | +$2.32K | 0.57% | 20 |
|
|
2019
Q4 | $706K | Buy |
2,194
+7
| +0.3% | +$2.25K | 0.58% | 19 |
|
|
2019
Q3 | $649K | Buy |
2,187
+106
| +5% | +$31.5K | 0.64% | 17 |
|
|
2019
Q2 | $610K | Buy |
2,081
+6
| +0.3% | +$1.76K | 0.6% | 18 |
|
|
2019
Q1 | $586K | Buy |
2,075
+8
| +0.4% | +$2.26K | 0.61% | 18 |
|
|
2018
Q4 | $517K | Buy |
+2,067
| New | +$517K | 0.64% | 17 |
|