Outlook Wealth 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 | $702K | Sell |
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|
2025
Q2 | $665K | Buy |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $518K | Buy |
|
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|
2024
Q3 | $502K | Sell |
|
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|
2024
Q2 | $689K | Sell |
|
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|
2024
Q1 | $682K | Sell |
|
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|
2023
Q4 | $1.52M | Sell |
|
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|
2023
Q3 | $2.9M | Sell |
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|
2023
Q2 | $3.1M | Sell |
|
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|
2023
Q1 | $2.93M | Sell |
|
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|
2022
Q4 | $2.8M | Sell |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $2.96M | Sell |
|
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|
2022
Q1 | $3.9M | Sell |
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|
2021
Q4 | $4.14M | Buy |
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|
2021
Q3 | $3.72M | Sell |
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|
2021
Q2 | $3.81M | Sell |
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|
2021
Q1 | $3.63M | Sell |
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|
2020
Q4 | $3.5M | Sell |
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|
2020
Q3 | $3.23M | Buy |
|