Fulcrum Equity Management’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 | $953K | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $23K | Buy |
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