SageView Advisory 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
2025
Q2
$510K Sell
2025
Q1
$460K Buy
2024
Q4
$469K Buy
2024
Q3
$285K Sell
2024
Q2
$280K Sell
2024
Q1
$17.2M Buy
2023
Q4
$1.5M Sell
2023
Q3
$1.73M Buy
2023
Q2
$1.43M Buy