TPG Financial 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
Q2 | $405K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $376K | Hold |
|
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|
2024
Q2 | $357K | Buy |
|
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|
2023
Q4 | $311K | Hold |
|
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|
2023
Q3 | $280K | Hold |
|
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|
2023
Q2 | $291K | Hold |
|
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $251K | Hold |
|
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|
2022
Q3 | $234K | Hold |
|
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $311K | Hold |
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|
2021
Q3 | $281K | Hold |
|
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $282K | Buy |
|