Capital Asset Advisory Services’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 | $459K | Sell |
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|
2025
Q2 | $426K | Sell |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $647K | Sell |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $12K | Buy |
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|
2021
Q2 | $0 | Sell |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Buy |
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