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	95,382 +385	+0.4%	+$25.9K	0.07%	322
2025 Q1	$6.25M	Buy	94,997 +50,635	+114%	+$3.5M	0.07%	290
2024 Q4	$3.06M	Buy	44,362 +59	+0.1%	+$4.09K	0.04%	352
2024 Q3	$2.99M	Sell	44,303 -5,917	-12%	-$385K	0.04%	369
2024 Q2	$3.21M	Buy	+50,220	New	+$3.09M	0.05%	297
2023 Q4	–	Sell	-55,218	Closed	-$2.78M	–	664
2023 Q3	$2.78M	Sell	55,218 -3,245	-6%	-$170K	0.06%	271
2023 Q2	$3.05M	Sell	58,463 -2,889	-5%	-$143K	0.07%	232
2023 Q1	$2.95M	Sell	61,352 -2,860	-4%	-$134K	0.07%	236
2022 Q4	$2.89M	Sell	64,212 -3,787	-6%	-$171K	0.07%	228
2022 Q3	$2.85M	Buy	67,999 +11,654	+21%	+$544K	0.08%	236
2022 Q2	$2.5M	Sell	56,345 -27,315	-33%	-$1.32M	0.06%	258
2022 Q1	$4.45M	Sell	83,660 -181,570	-68%	-$9.51M	0.1%	220
2021 Q4	$14.8M	Buy	+265,230	New	+$14.3M	0.29%	89