Brown Financial Advisory’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 | $80.4M | Sell |
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|
2025
Q2 | $74.9M | Buy |
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|
2025
Q1 | $63.4M | Buy |
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|
2024
Q4 | $62.8M | Buy |
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|
2024
Q3 | $59.6M | Buy |
|
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|
2024
Q2 | $55.3M | Buy |
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|
2024
Q1 | $51.6M | Buy |
|
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|
2023
Q4 | $46.6M | Sell |
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|
2023
Q3 | $42M | Sell |
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|
2023
Q2 | $44M | Buy |
|
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|
2023
Q1 | $39.3M | Buy |
|
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|
2022
Q4 | $34.9M | Buy |
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|
2022
Q3 | $32.4M | Buy |
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|
2022
Q2 | $30.2M | Buy |
|
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|
2022
Q1 | $33.6M | Buy |
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|
2021
Q4 | $33.2M | Buy |
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|
2021
Q3 | $29.6M | Buy |
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|
2021
Q2 | $28.2M | Buy |
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|
2021
Q1 | $25.4M | Buy |
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|
2020
Q4 | $22.9M | Buy |
|