Patriot Financial Group Insurance Agency’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 | $7.32M | Sell |
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|
2025
Q2 | $7.77M | Sell |
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|
2025
Q1 | $8.99M | Sell |
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|
2024
Q4 | $9.56M | Buy |
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|
2024
Q3 | $9.31M | Sell |
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|
2024
Q2 | $9.61M | Sell |
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|
2024
Q1 | $9.51M | Sell |
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|
2023
Q4 | $9.54M | Buy |
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|
2023
Q3 | $7.83M | Buy |
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|
2023
Q2 | $7.27M | Sell |
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|
2023
Q1 | $7.39M | Buy |
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|
2022
Q4 | $6.9M | Buy |
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|
2022
Q3 | $6.44M | Buy |
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|
2022
Q2 | $6.41M | Buy |
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|
2022
Q1 | $7.67M | Buy |
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|
2021
Q4 | $5.99M | Buy |
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|
2021
Q3 | $4.61M | Buy |
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|
2021
Q2 | $4.27M | Sell |
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|
2021
Q1 | $4.07M | Buy |
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|
2020
Q4 | $3.79M | Buy |
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|
2020
Q3 | $2.9M | Buy |
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|
2020
Q2 | $2.66M | Buy |
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|
2020
Q1 | $1.88M | Buy |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $876K | Buy |
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|
2019
Q2 | $582K | Buy |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $115K | Buy |
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|
2018
Q3 | $129K | Buy |
|