SkyOak Wealth’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 | $15.2M | Sell |
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|
2025
Q2 | $14.5M | Buy |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $12.3M | Sell |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $9.91M | Sell |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $9.3M | Buy |
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|
2022
Q4 | $8.65M | Buy |
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|
2022
Q3 | $7.24M | Buy |
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|
2022
Q2 | $7.43M | Sell |
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|
2022
Q1 | $8.93M | Sell |
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|
2021
Q4 | $9.63M | Buy |
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|
2021
Q3 | $8.06M | Buy |
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|
2021
Q2 | $7.91M | Sell |
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|
2021
Q1 | $7.73M | Sell |
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|
2020
Q4 | $7.23M | Sell |
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|
2020
Q3 | $6.5M | Sell |
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|
2020
Q2 | $6M | Buy |
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|
2020
Q1 | $4.81M | Sell |
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|
2019
Q4 | $6.52M | Buy |
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