Stevens Capital Partners’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 | $798K | Sell |
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|
2025
Q2 | $759K | Sell |
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|
2025
Q1 | $828K | Buy |
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|
2024
Q4 | $801K | Buy |
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|
2024
Q3 | $730K | Buy |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $371K | Buy |
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