CAPTRUST Financial 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
Q2 | $12.8M | Buy |
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|
2025
Q1 | $9.39M | Buy |
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|
2024
Q4 | $7.85M | Buy |
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|
2024
Q3 | $7.01M | Buy |
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|
2024
Q2 | $5.89M | Buy |
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|
2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $548K | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $80K | Sell |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $152K | Buy |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $102K | Hold |
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|
2020
Q1 | $81K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $114K | Buy |
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|
2019
Q2 | $112K | Buy |
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|
2019
Q1 | $104K | Buy |
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|
2018
Q4 | $23K | Buy |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $23K | Sell |
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|
2017
Q3 | $23K | Buy |
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|
2017
Q2 | $37K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $32K | Hold |
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $30K | Buy |
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