RCS Financial Planning’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
Q1
Sell
2024
Q4
$201K Sell
2024
Q3
$276K Sell
2024
Q2
$318K Buy
2024
Q1
Sell
2023
Q4
$455K Buy
2023
Q3
$391K Buy
2023
Q1
Sell
2022
Q4
$344K Buy