Cary Street Partners Investment Advisory’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 | $65.3K | Buy |
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|
2025
Q1 | $49.1K | Sell |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $21.6M | Buy |
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|
2024
Q2 | $17.2M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $8.03M | Buy |
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|
2023
Q2 | $7.51M | Sell |
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|
2023
Q1 | $7.13M | Sell |
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|
2022
Q4 | $6.71M | Sell |
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|
2022
Q3 | $6.52M | Buy |
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|
2022
Q2 | $6.54M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $147K | Buy |
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