Chicago Partners Investment Group’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
Q3 | $15.4M | Buy |
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|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $8.86M | Buy |
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|
2024
Q3 | $8.29M | Buy |
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|
2024
Q2 | $6.51M | Buy |
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|
2024
Q1 | $5.6M | Buy |
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|
2023
Q4 | $4.96M | Buy |
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|
2023
Q3 | $3.75M | Buy |
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|
2023
Q2 | $3.69M | Buy |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $894K | Buy |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $458K | Hold |
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|
2021
Q3 | $484K | Hold |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $331K | Hold |
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|
2020
Q1 | $293K | Hold |
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|
2019
Q4 | $339K | Hold |
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|
2019
Q3 | $308K | Hold |
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|
2019
Q2 | $306K | Hold |
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|
2019
Q1 | $297K | Hold |
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|
2018
Q4 | $265K | Buy |
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