Edgemoor Investment Advisors’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 | $373K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $227K | Buy |
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