SPY SPDR S&P 500 ETF TR

Ownership history in Bridge Advisory, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in SPDR S&P 500 ETF TR (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.

Peak position
2.33% (2024 Q3)
Avg. % of fund
1.74%
First filed
2023 Q2
Last filed
2024 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 8,553 -9 -0.1% 2.33% $4.9M $565.20
2024 Q2 REDUCED 8,562 -227 -2.6% 2.30% $4.7M $534.46
2024 Q1 ADDED 8,789 +115 +1.3% 2.28% $4.6M $512.04
2023 Q4 REDUCED 8,674 -269 -3.0% 2.07% $4.1M $463.84
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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