Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.6M | Buy |
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|
2025
Q4 | $32.7M | Sell |
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|
2025
Q3 | $33.4M | Buy |
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|
2025
Q2 | $27.6M | Buy |
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|
2025
Q1 | $20.9M | Buy |
|
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|
2024
Q4 | $19.5M | Buy |
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|
2024
Q3 | $17.1M | Buy |
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|
2024
Q2 | $13.9M | Buy |
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|
2024
Q1 | $8.65M | Buy |
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|
2023
Q4 | $5.24M | Buy |
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|
2023
Q3 | $3.15M | Buy |
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|
2023
Q2 | $2.89M | Buy |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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