Jacobi Capital Management’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 | $564K | Sell |
|
|||||
|
2025
Q1 | $9.78M | Buy |
|
|||||
|
2024
Q4 | $10.1M | Buy |
|
|||||
|
2024
Q3 | $448K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $7.27M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $278K | Buy |
|
|||||
|
2022
Q1 | $307K | Buy |
|
|||||
|
2021
Q4 | $280K | Sell |
|
|||||
|
2021
Q3 | $259K | Buy |
|
|||||
|
2021
Q2 | $258K | Buy |
|
|||||
|
2021
Q1 | $190K | Sell |
|
|||||
|
2020
Q4 | $213K | Buy |
|
|||||
|
2020
Q3 | $130K | Buy |
|
|||||
|
2020
Q2 | $107K | Buy |
|
|||||
|
2020
Q1 | $49K | Buy |
|