Steigerwald Gordon & Koch’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 | $376K | Hold |
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|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $268K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $218K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $229K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $218K | Sell |
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|
2017
Q2 | $245K | Hold |
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|
2017
Q1 | $239K | Sell |
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|
2016
Q4 | $251K | Buy |
|