Foundations 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
Q3 | $15.4M | Buy |
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|
2025
Q2 | $3.4M | Sell |
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|
2025
Q1 | $3.19M | Buy |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $3.07M | Sell |
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|
2023
Q3 | $4M | Sell |
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|
2023
Q2 | $4.59M | Buy |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $262K | Sell |
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|
2018
Q2 | $6.98M | Buy |
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