Compass Wealth Management’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 | $571K | Sell |
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|
2025
Q2 | $4.43M | Sell |
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|
2025
Q1 | $4.07M | Sell |
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|
2024
Q4 | $4.72M | Buy |
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|
2024
Q3 | $4.18M | Sell |
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|
2024
Q2 | $3.96M | Buy |
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|
2024
Q1 | $3.67M | Buy |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $959K | Buy |
|