Key Financial Inc’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 | $699K | Buy |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $195K | Buy |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $195K | Sell |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $185K | Buy |
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|
2021
Q4 | $139K | Buy |
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|
2021
Q3 | $112K | Buy |
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|
2021
Q2 | $104K | Buy |
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|
2021
Q1 | $63K | Buy |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $15K | Buy |
|