Pacific Financial Group’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 | – | Sell |
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|
2025
Q1 | $696K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $5.47M | Buy |
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|
2023
Q2 | $3.65M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.3M | Buy |
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|
2021
Q2 | $1.73M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $700K | Buy |
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|
2020
Q2 | $516K | Sell |
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|
2020
Q1 | $520K | Buy |
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|
2019
Q4 | $560K | Buy |
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|
2019
Q3 | $482K | Sell |
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|
2019
Q2 | $503K | Buy |
|