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 PORTFOLIO S&P 500 GROWTH ETF (SPYG). 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 | 224,019 | +44,345 | +24.7% | 0.84% | $23.9M | $106.70 |
| 2025 Q3 | ADDED | 179,674 | +27,911 | +18.4% | 0.93% | $18.8M | $104.35 |
| 2025 Q2 | ADDED | 151,763 | +34,058 | +28.9% | 0.89% | $14.5M | $95.05 |
| 2025 Q1 | ADDED | 117,705 | +74,533 | +172.6% | 0.62% | $9.5M | $80.02 |
| 2024 Q4 | ADDED | 43,172 | +11,284 | +35.4% | 0.25% | $3.8M | $87.40 |
| 2024 Q3 | ADDED | 31,888 | +1,783 | +5.9% | 0.18% | $2.6M | $82.31 |
| 2024 Q2 | REDUCED | 30,105 | -581 | -1.9% | 0.20% | $2.4M | $79.39 |
| 2024 Q1 | ADDED | 30,686 | +2,313 | +8.2% | 0.16% | $2.2M | $72.36 |
| 2023 Q4 | ADDED | 28,373 | +1,349 | +5.0% | 0.15% | $1.8M | $64.27 |
| 2023 Q3 | REDUCED | 27,024 | -1,285 | -4.5% | 0.15% | $1.6M | $58.37 |
As of 2025 Q4 — sorted by position size