Optimum 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
Q3 | $783 | Hold |
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|
2025
Q2 | $727 | Hold |
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|
2025
Q1 | $658 | Hold |
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|
2024
Q4 | $689 | Hold |
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|
2024
Q3 | $675 | Hold |
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|
2024
Q2 | $640 | Hold |
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|
2024
Q1 | $615 | Hold |
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|
2023
Q4 | $559 | Hold |
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|
2023
Q3 | $503 | Hold |
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|
2023
Q2 | $521 | Sell |
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|
2023
Q1 | $2.17K | Buy |
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|
2022
Q4 | $450 | Buy |
|