Capital Investment Advisors’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 | $694K | Buy |
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|
2025
Q2 | $631K | Sell |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $675K | Buy |
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|
2024
Q1 | $635K | Buy |
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|
2023
Q4 | $561K | Sell |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $350K | Hold |
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|
2021
Q4 | $368K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $332K | Sell |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $214K | Buy |
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