KWB Wealth’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 | $72.6M | Sell |
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|
2025
Q2 | $84.1M | Sell |
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|
2025
Q1 | $94.1M | Buy |
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|
2024
Q4 | $89.8M | Sell |
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|
2024
Q3 | $87M | Buy |
|
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|
2024
Q2 | $82.8M | Sell |
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|
2024
Q1 | $84.5M | Sell |
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|
2023
Q4 | $90.2M | Buy |
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|
2023
Q3 | $66M | Sell |
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|
2023
Q2 | $67M | Sell |
|
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|
2023
Q1 | $79.9M | Buy |
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|
2022
Q4 | $78.8M | Sell |
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|
2022
Q3 | $74.4M | Buy |
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|
2022
Q2 | $74.7M | Buy |
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|
2022
Q1 | $86.2M | Sell |
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|
2021
Q4 | $86.3M | Buy |
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|
2021
Q3 | $77M | Buy |
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|
2021
Q2 | $68.7M | Sell |
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|
2021
Q1 | $68.9M | Buy |
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|
2020
Q4 | $59.8M | Buy |
|