Golden State Wealth 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
Q3 | $8.83M | Sell |
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|
2025
Q2 | $8.36M | Buy |
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|
2025
Q1 | $7.24M | Buy |
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|
2024
Q4 | $7.38M | Buy |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $872K | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $531K | Sell |
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|
2020
Q3 | $525K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $390K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $484K | Buy |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $276K | Buy |
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