A detailed history of Bcgm Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 1,482 shares of SPY stock, worth $859,574. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,482
Previous 1,358 9.13%
Holding current value
$859,574
Previous $710,000 13.52%
% of portfolio
0.3%
Previous 0.27%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$495.16 - $548.49 $61,399 - $68,012
124 Added 9.13%
1,482 $806,000
Q1 2024

May 07, 2024

BUY
$467.28 - $523.17 $161,678 - $181,016
346 Added 34.19%
1,358 $710,000
Q2 2023

Aug 07, 2023

SELL
$404.36 - $443.28 $9,704 - $10,638
-24 Reduced 2.32%
1,012 $448,000
Q4 2022

Feb 07, 2023

SELL
$357.63 - $407.42 $6,437 - $7,333
-18 Reduced 1.71%
1,036 $396,000
Q4 2021

Feb 01, 2022

SELL
$428.64 - $477.48 $18,002 - $20,054
-42 Reduced 3.83%
1,054 $501,000
Q3 2021

Nov 01, 2021

BUY
$424.97 - $453.19 $26,348 - $28,097
62 Added 6.0%
1,096 $503,000
Q2 2021

Aug 02, 2021

BUY
$400.61 - $428.06 $113,773 - $121,569
284 Added 37.87%
1,034 $453,000
Q1 2021

Apr 21, 2021

BUY
$368.79 - $397.26 $276,592 - $297,945
750 New
750 $309,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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