My Personal CFO LLC’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 | – | Sell |
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|
2025
Q2 | $2.25M | Hold |
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2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $1.85M | Hold |
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|
2023
Q4 | $1.68M | Hold |
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|
2023
Q3 | $1.51M | Hold |
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2023
Q2 | $1.56M | Hold |
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|
2023
Q1 | $1.44M | Hold |
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|
2022
Q4 | $1.35M | Hold |
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|
2022
Q3 | $1.26M | Hold |
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2022
Q2 | $1.33M | Hold |
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|
2022
Q1 | $1.59M | Hold |
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|
2021
Q4 | $1.68M | Buy |
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