9258 Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $16.1M | Sell |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $16.2M | Buy |
|
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|
2023
Q4 | $14.2M | Buy |
|
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|
2023
Q3 | $12.1M | Sell |
|
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|
2023
Q2 | $13.2M | Sell |
|
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|
2023
Q1 | $13.4M | Buy |
|
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|
2022
Q4 | $12M | Buy |
|
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|
2022
Q3 | $9.04M | Buy |
|
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|
2022
Q2 | $6.56M | Buy |
|
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|
2022
Q1 | $4.49M | Buy |
|