Ownership history in BCS Wealth Management · 16 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in SPDR SER TR (SPYV). 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 | 362,581 | +185,860 | +105.2% | 2.08% | $20.6M | $56.81 |
| 2025 Q3 | REDUCED | 176,721 | -238 | -0.1% | 2.20% | $9.8M | $55.03 |
| 2025 Q2 | ADDED | 176,959 | +4,886 | +2.8% | 1.99% | $9.3M | $51.81 |
| 2025 Q1 | ADDED | 172,073 | +307 | +0.2% | 2.26% | $8.8M | $50.30 |
| 2024 Q4 | ADDED | 171,766 | +23,977 | +16.2% | 2.18% | $8.8M | $50.19 |
| 2024 Q3 | ADDED | 147,789 | +12,028 | +8.9% | 3.32% | $7.8M | $51.53 |
| 2024 Q2 | ADDED | 135,761 | +15,060 | +12.5% | 3.22% | $6.6M | $47.27 |
| 2024 Q1 | REDUCED | 120,701 | -3,240 | -2.6% | 1.94% | $6.0M | $48.30 |
| 2023 Q4 | ADDED | 123,941 | +9,403 | +8.2% | 2.13% | $5.8M | $44.72 |
| 2023 Q3 | ADDED | 114,538 | +13,162 | +13.0% | 1.97% | $4.7M | $39.37 |
As of 2025 Q4 — sorted by position size