Stegent Equity 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
Q3 | $2.12M | Buy |
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|
2025
Q2 | $1.94M | Hold |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.81M | Hold |
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|
2024
Q2 | $1.71M | Hold |
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|
2024
Q1 | $1.65M | Hold |
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|
2023
Q4 | $1.49M | Hold |
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|
2023
Q3 | $1.34M | Hold |
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|
2023
Q2 | $1.39M | Hold |
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|
2023
Q1 | $1.29M | Hold |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.89M | Buy |
|