B. Riley 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
Q3 | $504K | Sell |
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|
2025
Q2 | $611K | Buy |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $3.62M | Buy |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $680K | Sell |
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|
2022
Q4 | $986K | Buy |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $19 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $18.5K | Buy |
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