Roosevelt Investment Group’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
2022
Q3
$3.61M Buy
2022
Q2
$3.81M Sell
2022
Q1
$4.64M Buy
2021
Q4
$4.84M Sell
2021
Q3
$18.8M Sell
2021
Q2
$19.2M Buy
2021
Q1
$17.4M Buy
2020
Q4
$15.6M Buy
2020
Q3
$13.9M Sell
2020
Q2
$13.3M Buy
2020
Q1
$8.34M Buy