Concourse Financial Group Securities’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 |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $998K | Buy |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $910K | Buy |
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|
2022
Q3 | $583K | Buy |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $142K | Buy |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $49K | Sell |
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|
2020
Q4 | $98K | Buy |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $27K | Buy |
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|
2020
Q1 | $21K | Buy |
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|
2019
Q4 | $11K | Sell |
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|
2019
Q3 | $35K | Sell |
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|
2019
Q2 | $39K | Sell |
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|
2019
Q1 | $100K | Buy |
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|
2018
Q4 | $60K | Buy |
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|
2018
Q3 | $62K | Buy |
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