Steward Partners Investment Advisory’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
Q2 | $9.05M | Buy |
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|
2025
Q1 | $7.92M | Buy |
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|
2024
Q4 | $6.74M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $3.98M | Sell |
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|
2022
Q3 | $5.05M | Buy |
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|
2022
Q2 | $5.16M | Buy |
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|
2022
Q1 | $5.18M | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $273K | Sell |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $202K | Hold |
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|
2020
Q2 | $186K | Buy |
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|
2020
Q1 | $67K | Hold |
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|
2019
Q4 | $83K | Sell |
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|
2019
Q3 | $109K | Hold |
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|
2019
Q2 | $109K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $394K | Buy |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $101K | Hold |
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|
2018
Q1 | $97K | Hold |
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|
2017
Q4 | $98K | Buy |
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