Montag & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Montag & Associates’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$395	Hold
2024 Q4	$414	Hold
2024 Q3	$406	Hold
2024 Q2	$384	Buy