BW
BIP Wealth’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 | $14.5M | Buy |
151,763
+34,058
| +29% | +$3.25M | 0.89% | 18 |
|
|
2025
Q1 | $9.46M | Buy |
117,705
+74,533
| +173% | +$5.99M | 0.62% | 26 |
|
|
2024
Q4 | $3.79M | Buy |
43,172
+11,284
| +35% | +$992K | 0.25% | 46 |
|
|
2024
Q3 | $2.64M | Buy |
31,888
+1,783
| +6% | +$148K | 0.18% | 57 |
|
|
2024
Q2 | $2.41M | Sell |
30,105
-581
| -2% | -$46.6K | 0.2% | 52 |
|
|
2024
Q1 | $2.24M | Buy |
30,686
+2,313
| +8% | +$169K | 0.16% | 57 |
|
|
2023
Q4 | $1.85M | Buy |
28,373
+1,349
| +5% | +$87.8K | 0.15% | 59 |
|
|
2023
Q3 | $1.6M | Sell |
27,024
-1,285
| -5% | -$76.2K | 0.15% | 60 |
|
|
2023
Q2 | $1.73M | Sell |
28,309
-2,310
| -8% | -$141K | 0.14% | 61 |
|
|
2023
Q1 | $1.7M | Buy |
+30,619
| New | +$1.7M | 0.19% | 62 |
|