Robertson Stephens Wealth Management’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 | $4.62M | Sell |
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|
2025
Q1 | $5.2M | Sell |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $7.71M | Buy |
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|
2024
Q2 | $866K | Sell |
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|
2024
Q1 | $2.97M | Buy |
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|
2023
Q4 | $2.65M | Sell |
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|
2023
Q3 | $2.47M | Buy |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $701K | Sell |
|
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $907K | Hold |
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|
2021
Q4 | $953K | Hold |
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|
2021
Q3 | $861K | Hold |
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|
2021
Q2 | $859K | Hold |
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|
2021
Q1 | $795K | Hold |
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|
2020
Q4 | $750K | Sell |
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|
2020
Q3 | $904K | Buy |
|