KMG Fiduciary Partners’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
Q3 | $38.7M | Buy |
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|
2025
Q2 | $34.9M | Buy |
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|
2025
Q1 | $31.1M | Sell |
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|
2024
Q4 | $33.7M | Buy |
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|
2024
Q3 | $30.9M | Buy |
|
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|
2024
Q2 | $20.5M | Buy |
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|
2024
Q1 | $17.8M | Buy |
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|
2023
Q4 | $15.7M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $13.1M | Buy |
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|
2023
Q1 | $9.59M | Buy |
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|
2022
Q4 | $8.28M | Buy |
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|
2022
Q3 | $7.02M | Buy |
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|
2022
Q2 | $664K | Buy |
|