Sovereign Financial 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
Q3 | $649K | Buy |
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|
2025
Q2 | $602K | Sell |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $582K | Sell |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $958K | Buy |
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|
2023
Q1 | $885K | Hold |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $772K | Sell |
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|
2022
Q2 | $815K | Buy |
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|
2022
Q1 | $977K | Buy |
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|
2021
Q4 | $518K | Sell |
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|
2021
Q3 | $479K | Sell |
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|
2021
Q2 | $447K | Hold |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $416K | Buy |
|