Heritage Family Offices’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Heritage Family Offices’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.87M	Sell
2025 Q2	$1.79M	Hold
2025 Q1	$1.8M	Sell
2024 Q4	$2.48M	Buy
2024 Q3	$2.27M	Sell
2024 Q2	$2.27M	Buy