EverSource Wealth 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 | $1.2M | Buy |
|
|||||
|
2025
Q1 | $1.06M | Buy |
|
|||||
|
2024
Q4 | $1.04M | Buy |
|
|||||
|
2024
Q3 | $1.01M | Sell |
|
|||||
|
2024
Q2 | $1.51M | Buy |
|
|||||
|
2024
Q1 | $639K | Sell |
|
|||||
|
2023
Q4 | $678K | Buy |
|
|||||
|
2023
Q3 | $228K | Sell |
|
|||||
|
2023
Q2 | $359K | Sell |
|
|||||
|
2023
Q1 | $340K | Buy |
|
|||||
|
2022
Q4 | $264K | Buy |
|
|||||
|
2022
Q3 | $199K | Buy |
|
|||||
|
2022
Q2 | $31K | Buy |
|
|||||
|
2022
Q1 | $35K | Buy |
|
|||||
|
2021
Q4 | $25K | Buy |
|