OneDigital Investment Advisors’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 | $420M | Sell |
|
|||||
|
2025
Q1 | $471M | Sell |
|
|||||
|
2024
Q4 | $522M | Buy |
|
|||||
|
2024
Q3 | $510M | Sell |
|
|||||
|
2024
Q2 | $512M | Buy |
|
|||||
|
2024
Q1 | $438M | Sell |
|
|||||
|
2023
Q4 | $442M | Buy |
|
|||||
|
2023
Q3 | $303M | Buy |
|
|||||
|
2023
Q2 | $199M | Buy |
|
|||||
|
2023
Q1 | $165M | Buy |
|
|||||
|
2022
Q4 | $112M | Buy |
|
|||||
|
2022
Q3 | $31.9M | Buy |
|
|||||
|
2022
Q2 | $1.41M | Buy |
|
|||||
|
2022
Q1 | $1.29M | Buy |
|
|||||
|
2021
Q4 | $1.35M | Sell |
|
|||||
|
2021
Q3 | $1.25M | Sell |
|
|||||
|
2021
Q2 | $1.25M | Buy |
|
|||||
|
2021
Q1 | $869K | Sell |
|
|||||
|
2020
Q4 | $886K | Buy |
|
|||||
|
2020
Q3 | $779K | Buy |
|
|||||
|
2020
Q2 | $247K | Sell |
|
|||||
|
2020
Q1 | $420K | Sell |
|
|||||
|
2019
Q4 | $510K | Buy |
|
|||||
|
2019
Q3 | $253K | Sell |
|
|||||
|
2019
Q2 | $640K | Buy |
|
|||||
|
2019
Q1 | $192K | Sell |
|
|||||
|
2018
Q4 | $366K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $186K | Buy |
|
|||||
|
2018
Q1 | $69K | Buy |
|
|||||
|
2017
Q4 | $30K | Sell |
|
|||||
|
2017
Q3 | $48K | Hold |
|
|||||
|
2017
Q2 | $46K | Buy |
|