Newbridge Financial Services Group’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 | $103K | Buy |
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|
2025
Q1 | $93K | Sell |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $159K | Buy |
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|
2024
Q2 | $150K | Buy |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | $103K | Buy |
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|
2023
Q3 | $92.6K | Buy |
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|
2023
Q2 | $95.8K | Buy |
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|
2023
Q1 | $88.4K | Buy |
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|
2022
Q4 | $82.4K | Buy |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Buy |
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