Laurel Wealth Advisors (North Carolina)’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 | $9.46M | Buy |
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|
2025
Q1 | $622K | Sell |
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|
2024
Q4 | $654K | Buy |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $55K | Sell |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $76K | Sell |
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|
2020
Q3 | $69K | Hold |
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|
2020
Q2 | $63K | Hold |
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|
2020
Q1 | $53K | Hold |
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|
2019
Q4 | $66K | Sell |
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|
2019
Q3 | $71K | Hold |
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|
2019
Q2 | $71K | Buy |
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|
2019
Q1 | $32K | Hold |
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|
2018
Q4 | $28K | Buy |
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