BWM
BKM Wealth Management’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 | $980K | Buy |
1,585
+72
| +5% | +$44.5K | 0.38% | 70 |
|
|
2025
Q1 | $847K | Sell |
1,513
-60
| -4% | -$33.6K | 0.35% | 74 |
|
|
2024
Q4 | $922K | Sell |
1,573
-165
| -9% | -$96.7K | 0.38% | 68 |
|
|
2024
Q3 | $997K | Sell |
1,738
-2
| -0.1% | -$1.15K | 0.41% | 65 |
|
|
2024
Q2 | $947K | Buy |
1,740
+191
| +12% | +$104K | 0.46% | 66 |
|
|
2024
Q1 | $811K | Sell |
1,549
-961
| -38% | -$503K | 0.35% | 78 |
|
|
2023
Q4 | $1.19M | Buy |
+2,510
| New | +$1.19M | 0.51% | 55 |
|