Schneider Downs Wealth Management Advisors’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 | $2.55M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $2.23M | Hold |
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|
2024
Q2 | $2.11M | Hold |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $1.86M | Hold |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.56M | Hold |
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|
2022
Q3 | $1.46M | Hold |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.59M | Hold |
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|
2021
Q2 | $1.59M | Hold |
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|
2021
Q1 | $1.47M | Hold |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $1.05M | Buy |
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