JFS Wealth 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 | $284K | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $238K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | $164K | Buy |
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|
2019
Q4 | $147K | Buy |
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|
2019
Q3 | $135K | Sell |
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|
2019
Q2 | $140K | Buy |
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|
2019
Q1 | $134K | Buy |
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|
2018
Q4 | $118K | Buy |
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|
2018
Q3 | $134K | Buy |
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|
2018
Q2 | $19K | Buy |
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