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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 8,553 | -9 | -0.1% | 2.33% | $4.9M | $563.66 |
| 2024 Q2 | REDUCED | 8,562 | -227 | -2.6% | 2.30% | $4.7M | $533.00 |
| 2024 Q1 | ADDED | 8,789 | +115 | +1.3% | 2.28% | $4.6M | $510.64 |
| 2023 Q4 | REDUCED | 8,674 | -269 | -3.0% | 2.07% | $4.1M | $462.58 |
| 2023 Q3 | ADDED | 8,943 | +8,260 | +1209.4% | 1.34% | $3.8M | $414.35 |
| 2023 Q2 | INITIATED | 683 | — | — | 0.11% | $303K | $428.16 |
As of 2025 Q4 — sorted by position size