Badgley Phelps Wealth Managers’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$48.6M	Sell
2025 Q1	$44.1M	Sell
2024 Q4	$69.5M	Buy
2024 Q3	$67.3M	Buy
2024 Q2	$63M	Buy
2024 Q1	$60.3M	Buy
2023 Q4	$53.1M	Buy
2023 Q3	$47.3M	Buy
2023 Q2	$48.3M	Buy
2023 Q1	$26M	Buy