J.W. Cole Advisors’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 | $5.01M | Buy |
|
|||||
|
2025
Q1 | $1.27M | Sell |
|
|||||
|
2024
Q4 | $4.12M | Buy |
|
|||||
|
2024
Q3 | $2.95M | Buy |
|
|||||
|
2024
Q2 | $2.51M | Buy |
|
|||||
|
2024
Q1 | $2.07M | Buy |
|
|||||
|
2023
Q4 | $1.56M | Buy |
|
|||||
|
2023
Q3 | $966K | Buy |
|
|||||
|
2023
Q2 | $659K | Buy |
|
|||||
|
2023
Q1 | $598K | Sell |
|
|||||
|
2022
Q4 | $566K | Buy |
|
|||||
|
2022
Q3 | $501K | Buy |
|
|||||
|
2022
Q2 | $504K | Sell |
|
|||||
|
2022
Q1 | $683K | Buy |
|
|||||
|
2021
Q4 | $688K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $562K | Buy |
|
|||||
|
2021
Q1 | $501K | Buy |
|
|||||
|
2020
Q4 | $291K | Buy |
|