Cardiff Park 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 | $981K | Buy |
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|
2025
Q1 | $885K | Buy |
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|
2024
Q4 | $54.5K | Hold |
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|
2024
Q3 | $53.3K | Hold |
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|
2024
Q2 | $50.6K | Hold |
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|
2024
Q1 | $48.6K | Hold |
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|
2023
Q4 | $44.2K | Sell |
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|
2023
Q3 | $64.8K | Hold |
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|
2023
Q2 | $67.2K | Hold |
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|
2023
Q1 | $62.1K | Hold |
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|
2022
Q4 | $58K | Hold |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $44K | Buy |
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