Heartwood Wealth Advisors’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 | $382K | Hold |
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|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $934K | Buy |
|