Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18M | Buy |
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|
2023
Q3 | $14.7M | Buy |
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|
2023
Q2 | $13.8M | Buy |
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|
2023
Q1 | $11.5M | Sell |
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|
2022
Q4 | $11M | Buy |
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|
2022
Q3 | $8.33M | Buy |
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|
2022
Q2 | $6.55M | Buy |
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|
2022
Q1 | $4.92M | Buy |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $783K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $116K | Buy |
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|
2020
Q4 | $99K | Buy |
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