Prestige Wealth Management 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 | $31.2K | Hold |
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|
2025
Q1 | $28.2K | Hold |
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|
2024
Q4 | $29.6K | Hold |
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|
2024
Q3 | $29K | Hold |
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|
2024
Q2 | $27.5K | Hold |
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|
2024
Q1 | $26.4K | Sell |
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|
2023
Q4 | $47.7K | Hold |
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|
2023
Q3 | $42.9K | Hold |
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|
2023
Q2 | $44.5K | Hold |
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|
2023
Q1 | $41.1K | Hold |
|
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|
2022
Q4 | $38.4K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $56K | Sell |
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|
2021
Q1 | $132K | Sell |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $2.66M | Buy |
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|
2020
Q1 | $2.05M | Sell |
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|
2019
Q4 | $2.57M | Buy |
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|
2019
Q3 | $2M | Buy |
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|
2019
Q2 | $1.97M | Buy |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.43M | Buy |
|