Regimen Wealth’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 | $706K | Buy |
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|
2025
Q1 | $608K | Buy |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $654K | Buy |
|
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|
2024
Q2 | $610K | Sell |
|
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|
2024
Q1 | $592K | Sell |
|
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $515K | Buy |
|
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|
2023
Q2 | $532K | Buy |
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|
2023
Q1 | $467K | Sell |
|
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|
2022
Q4 | $431K | Buy |
|