Dakota 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 | $3M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $3.02M | Sell |
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|
2023
Q1 | $2.85M | Sell |
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|
2022
Q4 | $6.18M | Sell |
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|
2022
Q3 | $6.56M | Buy |
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|
2022
Q2 | $4.85M | Buy |
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|
2022
Q1 | $3.67M | Buy |
|
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|
2021
Q4 | $2.99M | Buy |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $1.33M | Buy |
|