Compass Financial Group (Florida)’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 | $3.58M | Sell |
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|
2025
Q1 | $3.26M | Sell |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $3.49M | Sell |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $3.04M | Sell |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $2.7M | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.74M | Sell |
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|
2021
Q4 | $2.9M | Sell |
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|
2021
Q3 | $2.66M | Sell |
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|
2021
Q2 | $2.67M | Sell |
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|
2021
Q1 | $2.49M | Sell |
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|
2020
Q4 | $2.36M | Sell |
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|
2020
Q3 | $2.12M | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $2.15M | Sell |
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|
2019
Q3 | $1.99M | Buy |
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|
2019
Q2 | $1.89M | Sell |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.57M | Sell |
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|
2018
Q3 | $2.5M | Buy |
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|
2018
Q2 | $2.32M | Buy |
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|
2018
Q1 | $2.04M | Buy |
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|
2017
Q4 | $1.88M | Buy |
|