BOPW
Brandywine Oak Private 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 | $25.3M | Sell |
265,168
-12,431
| -4% | -$1.18M | 2.34% | 12 |
|
|
2025
Q1 | $22.3M | Buy |
277,599
+6,670
| +2% | +$536K | 2.19% | 12 |
|
|
2024
Q4 | $23.8M | Buy |
270,929
+11,824
| +5% | +$1.04M | 2.33% | 11 |
|
|
2024
Q3 | $21.5M | Buy |
259,105
+9,511
| +4% | +$789K | 2.08% | 13 |
|
|
2024
Q2 | $20M | Buy |
249,594
+15,837
| +7% | +$1.27M | 2.05% | 13 |
|
|
2024
Q1 | $17.1M | Buy |
233,757
+15,336
| +7% | +$1.12M | 1.78% | 14 |
|
|
2023
Q4 | $14.2M | Buy |
218,421
+9,770
| +5% | +$636K | 1.58% | 14 |
|
|
2023
Q3 | $12.4M | Buy |
208,651
+3,306
| +2% | +$196K | 1.45% | 15 |
|
|
2023
Q2 | $12.5M | Buy |
205,345
+33,299
| +19% | +$2.03M | 1.4% | 17 |
|
|
2023
Q1 | $9.52M | Buy |
172,046
+27,539
| +19% | +$1.52M | 1.11% | 19 |
|
|
2022
Q4 | $7.32M | Buy |
144,507
+37,994
| +36% | +$1.93M | 0.91% | 20 |
|
|
2022
Q3 | $5.34M | Buy |
106,513
+80,777
| +314% | +$4.05M | 0.72% | 22 |
|
|
2022
Q2 | $1.35M | Buy |
+25,736
| New | +$1.35M | 0.17% | 85 |
|