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 VALUE ETF (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 | REDUCED | 486,989 | -12,464 | -2.5% | 0.98% | $27.7M | $56.81 |
| 2025 Q3 | REDUCED | 499,453 | -14,789 | -2.9% | 1.37% | $27.6M | $55.03 |
| 2025 Q2 | REDUCED | 514,242 | -10,613 | -2.0% | 1.66% | $26.9M | $51.81 |
| 2025 Q1 | REDUCED | 524,855 | -45,894 | -8.0% | 1.75% | $26.8M | $50.30 |
As of 2025 Q4 — sorted by position size