Phillips Financial Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Phillips Financial Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$168K	Hold
2025 Q2	$155K	Buy
2025 Q1	$133K	Hold
2024 Q4	$140K	Hold
2024 Q3	$137K	Sell
2024 Q2	$170K	Buy
2024 Q1	$125K	Hold
2023 Q4	$113K	Buy