Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $69.7K | Buy |
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|
2024
Q4 | $48.7K | Buy |
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|
2024
Q3 | $47.6K | Buy |
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|
2024
Q2 | $45K | Buy |
|
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|
2024
Q1 | $43.2K | Buy |
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|
2023
Q4 | $23.8K | Hold |
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|
2023
Q3 | $20.9K | Hold |
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|
2023
Q2 | $22.1K | Sell |
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|
2023
Q1 | $33.6K | Hold |
|
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|
2022
Q4 | $31.4K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $37K | Buy |
|