Beacon Financial Group’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 | $3.63M | Buy |
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|
2025
Q2 | $3.34M | Sell |
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|
2025
Q1 | $3.33M | Buy |
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|
2024
Q4 | $3.47M | Sell |
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|
2024
Q3 | $3.41M | Sell |
|
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.3M | Sell |
|
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|
2023
Q4 | $3.13M | Buy |
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|
2023
Q3 | $1.52M | Hold |
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|
2023
Q2 | $1.47M | Hold |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $619K | Buy |
|