Archford Capital Strategies’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
Q3 | $21.9M | Buy |
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|
2025
Q2 | $15.5M | Buy |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $828K | Buy |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $577K | Hold |
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|
2024
Q1 | $555K | Hold |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $477K | Hold |
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|
2022
Q2 | $504K | Sell |
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|
2022
Q1 | $642K | Sell |
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|
2021
Q4 | $727K | Sell |
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|
2021
Q3 | $890K | Sell |
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|
2021
Q2 | $907K | Sell |
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|
2021
Q1 | $960K | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $788K | Buy |
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|
2019
Q4 | $519K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $20K | Buy |
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