Orion Capital Management’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 | $285K | Buy |
|
|||||
|
2025
Q2 | $252K | Hold |
|
|||||
|
2025
Q1 | $228K | Sell |
|
|||||
|
2024
Q4 | $241K | Sell |
|
|||||
|
2024
Q3 | $236K | Buy |
|
|||||
|
2024
Q2 | $223K | Sell |
|
|||||
|
2024
Q1 | $216K | Buy |
|
|||||
|
2023
Q4 | $196K | Hold |
|
|||||
|
2023
Q3 | $176K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $135K | Hold |
|
|||||
|
2022
Q4 | $126K | Hold |
|
|||||
|
2022
Q3 | $118K | Hold |
|
|||||
|
2022
Q2 | $125K | Buy |
|
|||||
|
2022
Q1 | $149K | Buy |
|
|||||
|
2021
Q4 | $145K | Hold |
|
|||||
|
2021
Q3 | $131K | Buy |
|
|||||
|
2021
Q2 | $119K | Hold |
|
|||||
|
2021
Q1 | $110K | Hold |
|
|||||
|
2020
Q4 | $104K | Buy |
|