CreativeOne Wealth’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 | $9.81M | Sell |
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|
2025
Q1 | $21.4M | Sell |
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|
2024
Q4 | $36.1M | Sell |
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|
2024
Q3 | $37M | Buy |
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|
2024
Q2 | $33.6M | Sell |
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|
2024
Q1 | $56.8M | Sell |
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|
2023
Q4 | $55.5M | Buy |
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|
2023
Q3 | $40.4M | Sell |
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|
2023
Q2 | $44.2M | Buy |
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|
2023
Q1 | $39M | Sell |
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|
2022
Q4 | $41.2M | Sell |
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|
2022
Q3 | $39M | Buy |
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|
2022
Q2 | $35.5M | Buy |
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|
2022
Q1 | $37.9M | Buy |
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|
2021
Q4 | $27.6M | Buy |
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|
2021
Q3 | $16.5M | Buy |
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|
2021
Q2 | $14.3M | Buy |
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|
2021
Q1 | $732K | Sell |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $3.07M | Sell |
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|
2020
Q1 | $3.38M | Buy |
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|
2019
Q4 | $4.22M | Buy |
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|
2019
Q3 | $2.8M | Buy |
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|
2019
Q2 | $469K | Buy |
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