Peak Financial 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 | $395K | Sell |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $766K | Sell |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $666K | Sell |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $629K | Sell |
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|
2023
Q4 | $758K | Buy |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $536K | Buy |
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|
2021
Q3 | $261K | Buy |
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