RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $744K | Sell |
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|
2025
Q4 | $2.46M | Sell |
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|
2025
Q3 | $7.86M | Sell |
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|
2025
Q2 | $7.55M | Buy |
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|
2025
Q1 | $423K | Hold |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $326K | Buy |
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