Penobscot Wealth 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
Q2 | $54.7M | Buy |
|
|||||
|
2025
Q1 | $45.6M | Buy |
|
|||||
|
2024
Q4 | $42.8M | Buy |
|
|||||
|
2024
Q3 | $40.6M | Buy |
|
|||||
|
2024
Q2 | $37.9M | Buy |
|
|||||
|
2024
Q1 | $33.7M | Buy |
|
|||||
|
2023
Q4 | $21.9M | Sell |
|
|||||
|
2023
Q3 | $19.9M | Sell |
|
|||||
|
2023
Q2 | $20.8M | Buy |
|
|||||
|
2023
Q1 | $19.1M | Sell |
|
|||||
|
2022
Q4 | $19M | Buy |
|
|||||
|
2022
Q3 | $15.5M | Buy |
|
|||||
|
2022
Q2 | $14.5M | Buy |
|
|||||
|
2022
Q1 | $16.7M | Buy |
|
|||||
|
2021
Q4 | $14M | Buy |
|
|||||
|
2021
Q3 | $11.7M | Buy |
|
|||||
|
2021
Q2 | $11M | Buy |
|