Stone Summit Wealth’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 | $6.72M | Buy |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.66M | Sell |
|
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.57M | Buy |
|
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.27M | Hold |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $1.98M | Buy |
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