IAG Wealth Partners’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
Q2 | $76M | Buy |
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|
2025
Q1 | $52.1M | Buy |
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|
2024
Q4 | $52.1M | Buy |
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|
2024
Q3 | $48.6M | Sell |
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|
2024
Q2 | $46.1M | Sell |
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|
2024
Q1 | $45.4M | Buy |
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|
2023
Q4 | $41M | Buy |
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|
2023
Q3 | $36.8M | Sell |
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|
2023
Q2 | $38.7M | Sell |
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|
2023
Q1 | $46.3M | Buy |
|
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|
2022
Q4 | $41.4M | Buy |
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|
2022
Q3 | $35.5M | Buy |
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|
2022
Q2 | $36.6M | Buy |
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|
2022
Q1 | $34.4M | Sell |
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|
2021
Q4 | $36.4M | Sell |
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|
2021
Q3 | $34.8M | Buy |
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|
2021
Q2 | $30.9M | Buy |
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|
2021
Q1 | $27.2M | Buy |
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|
2020
Q4 | $24.5M | Buy |
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|
2020
Q3 | $20.1M | Buy |
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|
2020
Q2 | $18.2M | Buy |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $10.8M | Buy |
|