Bull Oak Capital’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 | $8.9M | Sell |
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|
2025
Q1 | $8.46M | Sell |
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|
2024
Q4 | $9.45M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $9.99M | Sell |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $22.4K | Sell |
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|
2023
Q3 | $16.8M | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $28.7M | Buy |
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|
2022
Q3 | $17.9M | Buy |
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|
2022
Q2 | $15.7M | Buy |
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|
2022
Q1 | $18.3M | Buy |
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|
2021
Q4 | $14.9M | Buy |
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