Orin Green Financial’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 | $1.48M | Sell |
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|
2025
Q2 | $1.38M | Hold |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $860K | Sell |
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|
2023
Q2 | $933K | Sell |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $888K | Buy |
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|
2022
Q3 | $767K | Sell |
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|
2022
Q2 | $970K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $819K | Buy |
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|
2020
Q4 | $663K | Buy |
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