Cypress Financial Planning’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 | $577K | Buy |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $627K | Sell |
|
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|
2024
Q3 | $672K | Sell |
|
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|
2024
Q2 | $796K | Buy |
|
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|
2024
Q1 | $633K | Buy |
|
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|
2023
Q4 | $526K | Sell |
|
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $735K | Sell |
|
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|
2023
Q1 | $685K | Buy |
|
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|
2022
Q4 | $605K | Buy |
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|
2022
Q3 | $547K | Buy |
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|
2022
Q2 | $483K | Buy |
|