Fiduciary 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 | $944K | Sell |
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|
2025
Q2 | $904K | Sell |
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|
2025
Q1 | $826K | Buy |
|
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|
2024
Q4 | $865K | Buy |
|
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|
2024
Q3 | $846K | Sell |
|
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|
2024
Q2 | $806K | Sell |
|
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|
2024
Q1 | $779K | Sell |
|
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|
2023
Q4 | $713K | Sell |
|
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|
2023
Q3 | $4.87M | Sell |
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|
2023
Q2 | $7.96M | Sell |
|
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|
2023
Q1 | $8.91M | Buy |
|
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|
2022
Q4 | $8.12M | Buy |
|
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|
2022
Q3 | $7.24M | Buy |
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|
2022
Q2 | $7.45M | Sell |
|
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|
2022
Q1 | $10.1M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $8.9M | Buy |
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|
2021
Q2 | $4.06M | Buy |
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