Ascent Group’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 | $107M | Buy |
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|
2025
Q2 | $97.6M | Sell |
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|
2025
Q1 | $118M | Buy |
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|
2024
Q4 | $46.8M | Sell |
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|
2024
Q3 | $46.4M | Buy |
|
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|
2024
Q2 | $43.9M | Buy |
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|
2024
Q1 | $38.2M | Buy |
|
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|
2023
Q4 | $35.1M | Buy |
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|
2023
Q3 | $28.1M | Buy |
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|
2023
Q2 | $26.8M | Buy |
|
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|
2023
Q1 | $19M | Buy |
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|
2022
Q4 | $17.5M | Buy |
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|
2022
Q3 | $14.9M | Buy |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $15.4M | Buy |
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|
2021
Q4 | $12.7M | Buy |
|