Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in SPDR S&P500 ETF TRUST TRUST UNIT (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 | ADDED | 519,051 | +6,420 | +1.3% | 12.49% | $354.0M | $681.92 |
| 2025 Q3 | REDUCED | 512,631 | -15,878 | -3.0% | 16.87% | $341.5M | $664.22 |
| 2025 Q2 | REDUCED | 528,509 | -6,778 | -1.3% | 20.12% | $326.5M | $614.33 |
| 2025 Q1 | ADDED | 535,287 | +10,025 | +1.9% | 19.52% | $299.4M | $554.56 |
As of 2025 Q4 — sorted by position size