Kestra Advisory Services’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 | $85.6M | Buy |
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|
2025
Q1 | $74.7M | Buy |
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|
2024
Q4 | $69.7M | Buy |
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|
2024
Q3 | $66.7M | Sell |
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|
2024
Q2 | $64.5M | Buy |
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|
2024
Q1 | $57.2M | Buy |
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|
2023
Q4 | $50.1M | Buy |
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|
2023
Q3 | $40.1M | Buy |
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|
2023
Q2 | $29M | Buy |
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|
2023
Q1 | $8.8M | Sell |
|
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|
2022
Q4 | $18.4M | Buy |
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|
2022
Q3 | $7.82M | Buy |
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|
2022
Q2 | $7.24M | Sell |
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|
2022
Q1 | $8.75M | Sell |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $8.15M | Buy |
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|
2021
Q2 | $7.83M | Buy |
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|
2021
Q1 | $5.04M | Buy |
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|
2020
Q4 | $1.98M | Buy |
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|
2020
Q3 | $1.81M | Buy |
|