Castleview Partners’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
Q1
Sell
2024
Q4
$92.4K Sell
2024
Q3
$113K Sell
2024
Q2
$164K Sell
2024
Q1
$159K Buy
2023
Q4
$127K Buy
2023
Q3
$89.1K Buy
2023
Q2
$91.1K Sell
2023
Q1
$84.7K Buy
2022
Q4
$76.2K Buy
2022
Q3
$68K Buy
2022
Q2
$8.24K Sell
2022
Q1
$96K Sell
2021
Q4
$2.37K Buy
2021
Q2
$131K Buy