Darwin 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
Q3 | $123K | Buy |
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|
2025
Q2 | $95.2K | Sell |
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|
2025
Q1 | $91.6K | Hold |
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|
2024
Q4 | $91.6K | Sell |
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|
2024
Q3 | $157K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $371K | Sell |
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|
2020
Q3 | $629K | Sell |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $1.92M | Buy |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $787K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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