Modera Wealth Management’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
$5.56M Buy
2025
Q2
$5.01M Sell
2025
Q1
$4.61M Sell
2024
Q4
$4.95M Sell
2024
Q3
$5.54M Sell
2024
Q2
$5.63M Sell
2024
Q1
$5.46M Sell
2023
Q4
$5.89M Sell
2023
Q3
$5.36M Sell
2023
Q2
$5.6M Buy