ProVise 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 | $261K | Hold |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $235K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $214K | Buy |
|