Clearstead 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 | $903K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $772K | Buy |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q4 | $97.5K | Sell |
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|
2023
Q3 | $175K | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $653K | Hold |
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|
2021
Q4 | $686K | Hold |
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|
2021
Q3 | $620K | Buy |
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