BWA
BlueChip 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 | $12.5M | Buy |
20,200
+317
| +2% | +$196K | 5.56% | 1 |
|
|
2025
Q1 | $11.1M | Sell |
19,883
-524
| -3% | -$293K | 5.46% | 1 |
|
|
2024
Q4 | $12M | Buy |
20,407
+1,422
| +7% | +$833K | 6.63% | 1 |
|
|
2024
Q3 | $10.9M | Buy |
18,985
+2,056
| +12% | +$1.18M | 5.7% | 1 |
|
|
2024
Q2 | $9.21M | Sell |
16,929
-110
| -0.6% | -$59.9K | 5.43% | 1 |
|
|
2024
Q1 | $8.91M | Sell |
17,039
-639
| -4% | -$334K | 5.75% | 2 |
|
|
2023
Q4 | $8.4M | Buy |
+17,678
| New | +$8.4M | 5.89% | 3 |
|