Narus Financial Partners’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
Q2 | $2.04M | Buy |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.71M | Buy |
|
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|
2024
Q2 | $1.6M | Buy |
|
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.41M | Buy |
|
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.06M | Buy |
|
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $855K | Sell |
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|
2022
Q2 | $907K | Sell |
|
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|
2022
Q1 | $1.37M | Buy |
|
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|
2021
Q1 | $1.01M | Buy |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $541K | Buy |
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|
2019
Q2 | $489K | Buy |
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