Ownership history in Bridgewealth Advisory Group, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Bridgewealth Advisory Group, LLC reported a position in SPDR SER TR (SPTM). 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 | 264,704 | +5,371 | +2.1% | 4.82% | $21.8M | $82.25 |
| 2025 Q3 | ADDED | 259,333 | +10,689 | +4.3% | 4.85% | $20.9M | $80.17 |
| 2025 Q2 | ADDED | 248,644 | +217,073 | +687.6% | 4.73% | $18.6M | $74.23 |
| 2025 Q1 | REDUCED | 31,571 | -194,726 | -86.0% | 2.82% | $2.1M | $67.19 |
| 2024 Q4 | ADDED | 226,297 | +32,943 | +17.0% | 4.75% | $16.8M | $70.34 |
| 2024 Q3 | ADDED | 193,354 | +13,269 | +7.4% | 4.92% | $13.5M | $68.76 |
| 2024 Q2 | ADDED | 180,085 | +13,952 | +8.4% | 5.29% | $11.9M | $64.91 |
| 2024 Q1 | REDUCED | 166,133 | -9,445 | -5.4% | 5.22% | $10.7M | $62.53 |
| 2023 Q4 | REDUCED | 175,578 | -5,295 | -2.9% | 7.86% | $10.3M | $56.79 |
| 2023 Q3 | ADDED | 180,873 | +14,894 | +9.0% | 11.66% | $9.5M | $50.79 |
As of 2025 Q4 — sorted by position size