Avantax Advisory Services’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 | $9.23M | Sell |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $9.58M | Buy |
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|
2024
Q3 | $8.35M | Buy |
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|
2024
Q2 | $7.26M | Buy |
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|
2024
Q1 | $5.51M | Buy |
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|
2023
Q4 | $4.39M | Buy |
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|
2023
Q3 | $3.4M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $863K | Buy |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $253K | Buy |
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