Ownership history in BCS Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in SPDR INDEX SHS FDS (SPDW). 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 | ADDED | 260,348 | +131,028 | +101.3% | 1.17% | $11.6M | $44.41 |
| 2025 Q3 | ADDED | 129,320 | +1,050 | +0.8% | 1.25% | $5.5M | $42.03 |
| 2025 Q2 | REDUCED | 128,270 | -4,055 | -3.1% | 1.12% | $5.2M | $39.77 |
| 2025 Q1 | REDUCED | 132,325 | -558 | -0.4% | 1.24% | $4.8M | $35.16 |
| 2024 Q4 | ADDED | 132,883 | +5,514 | +4.3% | 1.13% | $4.5M | $32.96 |
| 2024 Q3 | ADDED | 127,369 | +16,295 | +14.7% | 2.03% | $4.8M | $35.77 |
| 2024 Q2 | ADDED | 111,074 | +8,115 | +7.9% | 1.90% | $3.9M | $33.41 |
| 2024 Q1 | ADDED | 102,959 | +9,224 | +9.8% | 1.18% | $3.7M | $33.54 |
| 2023 Q4 | ADDED | 93,735 | +18,616 | +24.8% | 1.17% | $3.2M | $31.83 |
| 2023 Q3 | ADDED | 75,119 | +5,199 | +7.4% | 0.97% | $2.3M | $28.72 |
As of 2025 Q4 — sorted by position size