BW
BIP Wealth’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Buy |
84,957
+26,523
| +45% | +$1.93M | 0.38% | 42 |
|
|
2025
Q1 | $3.84M | Sell |
58,434
-223
| -0.4% | -$14.7K | 0.25% | 48 |
|
|
2024
Q4 | $4.04M | Buy |
58,657
+6,669
| +13% | +$460K | 0.27% | 45 |
|
|
2024
Q3 | $3.51M | Buy |
51,988
+5,236
| +11% | +$353K | 0.24% | 45 |
|
|
2024
Q2 | $2.99M | Buy |
46,752
+2,950
| +7% | +$189K | 0.25% | 46 |
|
|
2024
Q1 | $2.7M | Buy |
43,802
+6,677
| +18% | +$411K | 0.2% | 52 |
|
|
2023
Q4 | $2.08M | Sell |
37,125
-1,890
| -5% | -$106K | 0.16% | 55 |
|
|
2023
Q3 | $1.96M | Buy |
39,015
+890
| +2% | +$44.7K | 0.18% | 55 |
|
|
2023
Q2 | $1.99M | Buy |
38,125
+602
| +2% | +$31.4K | 0.16% | 55 |
|
|
2023
Q1 | $1.81M | Buy |
+37,523
| New | +$1.81M | 0.2% | 61 |
|