HBK Sorce 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 | $5.88M | Sell |
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|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $5.04M | Buy |
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|
2024
Q4 | $5.05M | Sell |
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|
2024
Q3 | $5.02M | Sell |
|
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|
2024
Q2 | $4.77M | Sell |
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|
2024
Q1 | $5.47M | Buy |
|
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|
2023
Q4 | $4.9M | Sell |
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|
2023
Q3 | $4.62M | Sell |
|
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|
2023
Q2 | $4.86M | Sell |
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|
2023
Q1 | $4.69M | Sell |
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|
2022
Q4 | $8.74M | Buy |
|
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|
2022
Q3 | $2.91M | Sell |
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|
2022
Q2 | $3.35M | Buy |
|
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $637K | Buy |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $240K | Buy |
|