Independent Wealth Network’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 | $11.7M | Buy |
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|
2025
Q2 | $10.5M | Buy |
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|
2025
Q1 | $9.46M | Buy |
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|
2024
Q4 | $9.78M | Buy |
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|
2024
Q3 | $8.02M | Sell |
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|
2024
Q2 | $7.93M | Sell |
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|
2024
Q1 | $7.88M | Sell |
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|
2023
Q4 | $7.23M | Buy |
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|
2023
Q3 | $5.25M | Sell |
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|
2023
Q2 | $5.48M | Buy |
|
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|
2023
Q1 | $4.55M | Buy |
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|
2022
Q4 | $4.16M | Buy |
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|
2022
Q3 | $3.85M | Buy |
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|
2022
Q2 | $3.88M | Buy |
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|
2022
Q1 | $4.45M | Buy |
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|
2021
Q4 | $4.51M | Buy |
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|
2021
Q3 | $4.3M | Buy |
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