GoalVest Advisory’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 | $1.58M | Hold |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $151K | Buy |
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|
2022
Q4 | $118K | Buy |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Buy |
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