Frisch Financial Group’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 | $338K | Sell |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $218K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $446K | Sell |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $422K | Sell |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $376K | Buy |
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|
2020
Q3 | $335K | Buy |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $484K | Sell |
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|
2019
Q2 | $511K | Sell |
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|
2019
Q1 | $508K | Sell |
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|
2018
Q4 | $1.07M | Buy |
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