BWA
Blodgett 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 | $1.55M | Hold |
2,504
| – | – | 1.21% | 16 |
|
|
2025
Q1 | $1.4M | Hold |
2,504
| – | – | 1.19% | 18 |
|
|
2024
Q4 | $1.47M | Hold |
2,504
| – | – | 1.15% | 16 |
|
|
2024
Q3 | $1.44M | Hold |
2,504
| – | – | 1.21% | 16 |
|
|
2024
Q2 | $1.36M | Hold |
2,504
| – | – | 1.15% | 17 |
|
|
2024
Q1 | $1.31M | Hold |
2,504
| – | – | 1.18% | 16 |
|
|
2023
Q4 | $1.19M | Hold |
2,504
| – | – | 1.21% | 18 |
|
|
2023
Q3 | $1.07M | Hold |
2,504
| – | – | 1.17% | 20 |
|
|
2023
Q2 | $1.11M | Hold |
2,504
| – | – | 1.15% | 20 |
|
|
2023
Q1 | $1.03M | Sell |
2,504
-100
| -4% | -$40.9K | 1.19% | 22 |
|
|
2022
Q4 | $996K | Hold |
2,604
| – | – | 1.21% | 23 |
|
|
2022
Q3 | $930K | Sell |
2,604
-80
| -3% | -$28.6K | 1.11% | 24 |
|
|
2022
Q2 | $1.01M | Buy |
2,684
+180
| +7% | +$67.9K | 1.11% | 22 |
|
|
2022
Q1 | $1.13M | Hold |
2,504
| – | – | 0.94% | 28 |
|
|
2021
Q4 | $1.19M | Buy |
+2,504
| New | +$1.19M | 0.92% | 25 |
|