Ownership history in BCM ADVISORS, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which BCM ADVISORS, LLC reported a position in SPD Index Trust COM (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 6,068 | — | 0% | 0.80% | $4.2M | $680.06 |
| 2025 Q3 | UNCHANGED | 6,068 | — | 0% | 0.84% | $4.2M | $662.41 |
| 2025 Q2 | UNCHANGED | 6,068 | — | 0% | 0.82% | $3.9M | $612.65 |
| 2025 Q1 | UNCHANGED | 6,068 | — | 0% | 0.78% | $3.4M | $553.05 |
| 2024 Q4 | REDUCED | 6,068 | -34 | -0.6% | 0.82% | $3.7M | $577.70 |
| 2024 Q3 | REDUCED | 6,102 | -1,679 | -21.6% | 0.80% | $3.5M | $563.66 |
| 2024 Q2 | ADDED | 7,781 | +5 | +0.1% | 1.00% | $4.2M | $533.00 |
| 2024 Q1 | UNCHANGED | 7,776 | — | 0% | 1.00% | $3.9M | $510.64 |
| 2023 Q4 | ADDED | 7,776 | +25 | +0.3% | 1.00% | $3.8M | $462.58 |
| 2023 Q3 | ADDED | 7,751 | +1,412 | +22.3% | 1.00% | $3.4M | $414.35 |
As of 2025 Q4 — sorted by position size