Retirement Planning Company of New England’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
Q3 | $1.15M | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $845K | Buy |
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|
2024
Q4 | $853K | Buy |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $763K | Buy |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $35K | Buy |
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