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BIP Wealth, LLC → SPY

BIP Wealth, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
6
Latest value
$395.8M
Q3 2026
Peak value
$395.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$329.2M
Q3 2025$12.3M
Q4 2025$354M
Q1 2026$319.4M
Q2 2026$375.9M
Q3 2026$395.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$395.8M519.0K——
Q2 2026$375.9M503.3K——
Q1 2026$319.4M491.1K——
Q4 2025$354M519.1K——
Q3 2025$12.3M18.4K——
Q3 2025$329.2M494.2K——

Other funds holding SPY

Other BIP Wealth, LLC positions

BTCW

WISDOMTREE TR

$284.1M
BTCW

WISDOMTREE TR

$278M
BTCW

WISDOMTREE TR

$267M
BTCW

WISDOMTREE TR

$256.7M
VGES

VANGUARD INDEX FDS

$198.2M
BTCW

WISDOMTREE FLOATING RATE

$196.5M
VGES

VANGUARD INDEX FDS

$187.5M
VGES

VANGUARD INDEX FDS

$157.8M