Shira Ridge Wealth 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
Q3 | $474K | Buy |
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|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $547K | Buy |
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|
2023
Q2 | $514K | Buy |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $404K | Buy |
|