LGT Financial Advisors’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 | $290K | Sell |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $820K | Sell |
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|
2024
Q3 | $830K | Sell |
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|
2024
Q2 | $907K | Sell |
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|
2024
Q1 | $940K | Sell |
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|
2023
Q4 | $879K | Buy |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $886K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.02M | Buy |
|