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
2026 Q1	$3.59M	Buy	46,908 +931	+2%	+$74.5K	0.82%	18
2025 Q4	$3.69M	Buy	45,977 +1,601	+4%	+$127K	0.88%	16
2025 Q3	$3.48M	Sell	44,376 -912	-2%	-$68.8K	0.86%	16
2025 Q2	$3.29M	Buy	45,288 +540	+1%	+$36.3K	0.88%	15
2025 Q1	$2.94M	Buy	44,748 +1,079	+2%	+$74.6K	0.87%	15
2024 Q4	$3M	Buy	43,669 +1,453	+3%	+$101K	0.89%	16
2024 Q3	$2.85M	Buy	42,216 +7	+0%	+$455	0.9%	16
2024 Q2	$2.76M	Buy	42,209 +2,569	+6%	+$158K	0.94%	16
2024 Q1	$2.44M	Buy	39,640 +1,508	+4%	+$88.3K	0.86%	15
2023 Q4	$2.2M	Buy	38,132 +2,491	+7%	+$131K	0.82%	17
2023 Q3	$1.81M	Buy	35,641 +2,421	+7%	+$127K	0.79%	18
2023 Q2	$1.74M	Buy	33,220 +9,709	+41%	+$479K	0.75%	21
2023 Q1	$1.53M	Sell	23,511 -1	-0%	-$47	0.62%	23
2022 Q4	$1.06M	Buy	23,512 +2,663	+13%	+$120K	0.49%	23
2022 Q3	$898K	Buy	20,849 +846	+4%	+$39.5K	0.43%	25
2022 Q2	$887K	Buy	+20,003	New	+$964K	0.43%	26