Rockbridge Investment 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 | $30.5M | Buy |
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|
2025
Q1 | $24.5M | Buy |
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|
2024
Q4 | $22.4M | Buy |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $280K | Buy |
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