ARQ Wealth Advisors’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 | $7.98M | Hold |
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|
2025
Q1 | $7.98M | Buy |
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|
2024
Q4 | $7.97M | Buy |
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|
2024
Q3 | $7.62M | Buy |
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|
2024
Q2 | $6.45M | Buy |
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|
2024
Q1 | $6.06M | Buy |
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|
2023
Q4 | $5.33M | Sell |
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|
2023
Q3 | $4.97M | Sell |
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|
2023
Q2 | $5.95M | Sell |
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|
2023
Q1 | $5.92M | Buy |
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|
2022
Q4 | $5.44M | Buy |
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|
2022
Q3 | $4.53M | Buy |
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|
2022
Q2 | $4.71M | Buy |
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|
2022
Q1 | $5.23M | Buy |
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|
2021
Q4 | $4.63M | Sell |
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|
2021
Q3 | $4.54M | Sell |
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|
2021
Q2 | $10.4M | Sell |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $8.94M | Sell |
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|
2020
Q2 | $8.35M | Buy |
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|
2020
Q1 | $6.88M | Buy |
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