HWMA
SPYM

Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$2.27M Sell
2024
Q1 		$2.25M Sell
2023
Q4 		$2.1M Buy
2022
Q4 		$3.92M Buy
2022
Q3 		$1.85M Sell
2022
Q2 		$2.27M Sell
2022
Q1 		$2.86M Buy
2021
Q3 		$3.33M Sell
2021
Q2 		$4.01M Buy