Kingsview Wealth 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 | $8.44M | Buy |
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|
2025
Q1 | $7.19M | Sell |
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|
2024
Q4 | $7.71M | Sell |
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|
2024
Q3 | $7.78M | Buy |
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|
2024
Q2 | $7.23M | Buy |
|
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|
2024
Q1 | $6.51M | Buy |
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|
2023
Q4 | $5.41M | Buy |
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|
2023
Q3 | $3.85M | Buy |
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|
2023
Q2 | $2.89M | Buy |
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|
2023
Q1 | $2.54M | Sell |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $2.25M | Buy |
|
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $1.89M | Sell |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $556K | Buy |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $214K | Buy |
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