Congress 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
Q2 | $6.93M | Buy |
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|
2025
Q1 | $6.25M | Buy |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.99M | Sell |
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|
2024
Q2 | $3.21M | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.78M | Sell |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $2.95M | Sell |
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|
2022
Q4 | $2.89M | Sell |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $4.45M | Sell |
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|
2021
Q4 | $14.8M | Buy |
|