Beaumont Financial 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
Q3 | $4.95M | Sell |
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|
2025
Q2 | $4.75M | Sell |
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|
2025
Q1 | $4.54M | Sell |
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|
2024
Q4 | $4.76M | Sell |
|
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|
2024
Q3 | $4.74M | Sell |
|
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|
2024
Q2 | $4.5M | Sell |
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|
2024
Q1 | $4.34M | Hold |
|
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|
2023
Q4 | $3.94M | Sell |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $3.73M | Sell |
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|
2023
Q1 | $3.59M | Sell |
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|
2022
Q4 | $3.5M | Buy |
|