L.M. Kohn & Company’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 | – | Sell |
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|
2025
Q2 | $875K | Buy |
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|
2025
Q1 | $748K | Sell |
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|
2024
Q4 | $808K | Buy |
|
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|
2024
Q3 | $689K | Buy |
|
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|
2024
Q2 | $606K | Buy |
|
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $357K | Hold |
|
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $326K | Hold |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $879K | Buy |
|