Treasure Coast Financial Planning’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 | $1.91M | Sell |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $1.68M | Sell |
|
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|
2024
Q4 | $1.76M | Hold |
|
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|
2024
Q3 | $1.73M | Hold |
|
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|
2024
Q2 | $1.64M | Sell |
|
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|
2024
Q1 | $1.59M | Sell |
|
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|
2023
Q4 | $1.46M | Sell |
|
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|
2023
Q3 | $1.32M | Sell |
|
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|
2023
Q2 | $1.37M | Sell |
|
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.26M | Buy |
|