Beacon Pointe 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 | $4.09M | Buy |
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|
2025
Q1 | $3.62M | Buy |
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|
2024
Q4 | $3.77M | Sell |
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|
2024
Q3 | $4.03M | Sell |
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|
2024
Q2 | $4.24M | Sell |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $3.38M | Sell |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $3.47M | Sell |
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|
2023
Q1 | $13.9M | Buy |
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|
2022
Q4 | $2.72M | Buy |
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|
2022
Q3 | $2.36M | Sell |
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|
2022
Q2 | $2.9M | Sell |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $2.7M | Sell |
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|
2021
Q2 | $2.82M | Buy |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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|
2020
Q3 | $2.13M | Sell |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $1.44M | Buy |
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