Jackson Grant Investment Advisers’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 | $5.34M | Buy |
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|
2025
Q1 | $4.8M | Sell |
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|
2024
Q4 | $5.03M | Buy |
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|
2024
Q3 | $4.92M | Sell |
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|
2024
Q2 | $4.68M | Buy |
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|
2024
Q1 | $4.43M | Sell |
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|
2023
Q4 | $4.03M | Sell |
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|
2023
Q3 | $3.7M | Buy |
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|
2023
Q2 | $3.83M | Buy |
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|
2023
Q1 | $3.53M | Sell |
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|
2022
Q4 | $3.88M | Buy |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $47K | Buy |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $54K | Buy |
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