Glassman Wealth Services’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
2026 Q1	$169K	Hold	2,205	–	–	0.02%	75
2025 Q4	$177K	Sell	2,205 -2	-0.1%	-$159	0.02%	81
2025 Q3	$173K	Hold	2,207	–	–	0.02%	76
2025 Q2	$160K	Sell	2,207 -54	-2%	-$3.63K	0.02%	79
2025 Q1	$149K	Sell	2,261 -134	-6%	-$9.27K	0.02%	77
2024 Q4	$165K	Buy	2,395 +188	+9%	+$13K	0.03%	70
2024 Q3	$149K	Hold	2,207	–	–	0.03%	76
2024 Q2	$141K	Hold	2,207	–	–	0.03%	80
2024 Q1	$136K	Hold	2,207	–	–	0.03%	76
2023 Q4	$123K	Sell	2,207 -15	-0.7%	-$786	0.02%	260
2023 Q3	$112K	Sell	2,222 -390	-15%	-$20.4K	0.02%	253
2023 Q2	$136K	Sell	2,612 -2,890	-53%	-$143K	0.02%	218
2023 Q1	$265K	Hold	5,502	–	–	0.05%	135
2022 Q4	$247K	Buy	5,502 +5,500	+275,000%	+$249K	0.05%	149
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1959
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1969
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1927
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1894
2021 Q3	$0	Buy	+2	New	+$104	﹤0.01%	1792