Baker Tilly Wealth Management’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 | $992K | Sell |
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|
2025
Q2 | $953K | Sell |
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|
2025
Q1 | $868K | Sell |
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|
2024
Q4 | $919K | Sell |
|
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|
2024
Q3 | $981K | Sell |
|
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $3.11M | Sell |
|
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|
2023
Q4 | $4.06M | Sell |
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|
2023
Q3 | $3.66M | Sell |
|
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|
2023
Q2 | $6.4M | Buy |
|
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|
2023
Q1 | $5.64M | Sell |
|
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|
2022
Q4 | $5.53M | Buy |
|
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|
2022
Q3 | $4.65M | Sell |
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|
2022
Q2 | $5.09M | Buy |
|
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|
2022
Q1 | $6.02M | Buy |
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|
2021
Q4 | $4.92M | Buy |
|
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|
2021
Q3 | $4.22M | Buy |
|
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|
2021
Q2 | $2.92M | Buy |
|
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|
2021
Q1 | $2.33M | Sell |
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|
2020
Q4 | $2.23M | Buy |
|