Spdr S&p 500 Etf shares owned by BCR Wealth Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by BCR Wealth Strategies
from 13F filings
Historical chart of BCR Wealth Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by BCR Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.7k | 666.03 |
| 2025-06-30 | $2.4M | 3.8k | 617.71 |
| 2025-03-31 | $2.1M | 3.8k | 559.38 |
| 2024-12-31 | $2.3M | 4.0k | 585.87 |
| 2024-09-30 | $2.3M | 4.0k | 573.64 |
| 2024-06-30 | $2.2M | 4.1k | 544.06 |
| 2024-03-31 | $2.5M | 4.8k | 523.19 |
| 2023-12-31 | $2.3M | 4.8k | 475.14 |
| 2023-09-30 | $2.0M | 4.8k | 427.29 |
| 2023-06-30 | $2.2M | 4.9k | 443.23 |
| 2023-03-31 | $2.0M | 4.9k | 409.23 |
| 2022-12-31 | $1.9M | 4.9k | 382.24 |
| 2022-09-30 | $1.7M | 4.9k | 357.10 |
| 2022-06-30 | $1.8M | 4.9k | 377.29 |
| 2022-03-31 | $2.2M | 4.9k | 451.63 |
| 2021-12-31 | $2.3M | 4.9k | 474.94 |