Brio Consultants’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 | $987K | Buy |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $454K | Buy |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $535K | Sell |
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|
2022
Q2 | $646K | Sell |
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|
2022
Q1 | $27.6M | Sell |
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|
2021
Q4 | $32.1M | Sell |
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|
2021
Q3 | $29.1M | Buy |
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|
2021
Q2 | $27.3M | Buy |
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|
2021
Q1 | $24.8M | Buy |
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|
2020
Q4 | $22.7M | Buy |
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|
2020
Q3 | $15.8M | Buy |
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|
2020
Q2 | $13.4M | Sell |
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|
2020
Q1 | $11.3M | Buy |
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|
2019
Q4 | $13.3M | Buy |
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|
2019
Q3 | $11.5M | Buy |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $9.09M | Sell |
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|
2018
Q4 | $10.1M | Buy |
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