Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $514K | Sell |
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|
2021
Q4 | $760K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $11K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $25K | Buy |
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