MBM Wealth Consultants’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 | $3.48M | Sell |
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|
2025
Q2 | $3.29M | Buy |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q3 | $2.85M | Buy |
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|
2024
Q2 | $2.76M | Buy |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $898K | Buy |
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|
2022
Q2 | $887K | Buy |
|