Ballast 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
Q2 | $101K | Buy |
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|
2025
Q1 | $58.1K | Hold |
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|
2024
Q4 | $60.9K | Hold |
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|
2024
Q3 | $59.7K | Hold |
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|
2024
Q2 | $56.6K | Hold |
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|
2024
Q1 | $54.4K | Hold |
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|
2023
Q4 | $49.4K | Sell |
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|
2023
Q3 | $137K | Buy |
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|
2023
Q2 | $46.1K | Hold |
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|
2023
Q1 | $42.6K | Hold |
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|
2022
Q4 | $39.8K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $33K | Buy |
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