GenTrust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3M | Hold |
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|
2023
Q2 | $3.11M | Sell |
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|
2023
Q1 | $3.29M | Hold |
|
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|
2022
Q4 | $3.07M | Hold |
|
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|
2022
Q3 | $2.87M | Hold |
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|
2022
Q2 | $3.03M | Sell |
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|
2022
Q1 | $11.3M | Sell |
|
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|
2021
Q4 | $87.9M | Buy |
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|
2021
Q3 | $68.2M | Buy |
|
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|
2021
Q2 | $67.3M | Buy |
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|
2021
Q1 | $59.2M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $42.5M | Buy |
|