OneAscent Financial 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
Q3 | – | Sell |
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|
2025
Q2 | $80.2M | Buy |
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|
2025
Q1 | $71.6M | Buy |
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|
2024
Q4 | $73.8M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $71.4M | Sell |
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|
2024
Q1 | $78.3M | Sell |
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|
2023
Q4 | $78.9M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $228K | Buy |
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