Investments & Financial Planning LLC’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 | $894K | Sell |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $859K | Sell |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $884K | Sell |
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|
2024
Q1 | $900K | Sell |
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|
2023
Q4 | $850K | Sell |
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|
2023
Q3 | $937K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $948K | Sell |
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|
2022
Q4 | $932K | Buy |
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|
2022
Q2 | $936K | Sell |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.24M | Buy |
|