Nicolet Advisory Services’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 | $2.12M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $444K | Buy |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $372K | Sell |
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|
2020
Q3 | $375K | Sell |
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|
2020
Q2 | $360K | Sell |
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|
2020
Q1 | $936K | Sell |
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|
2019
Q4 | $2.36M | Sell |
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|
2019
Q3 | $2.32M | Buy |
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|
2019
Q2 | $2.2M | Buy |
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|
2019
Q1 | $1.13M | Buy |
|