BWL
SPYM

Bogart Wealth LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bogart Wealth LLC’s Portfolio SPYM Stock Details SPYM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$23.3K Buy
2024
Q3 		– Hold
2024
Q2 		– Hold
2023
Q2 		– Sell
2023
Q1 		$1.2K Hold
2022
Q4 		$1.13K Sell
2022
Q3 		$3K Buy
2020
Q2 		– Sell
2020
Q1 		$4K Buy