Triad Wealth 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
$8.59M Buy
2025
Q2
$7.89M Buy
2025
Q1
$6.45M Buy
2024
Q4
$3.6M Sell
2024
Q3
$5.88M Buy
2024
Q2
$4.31M Sell
2024
Q1
$4.25M Buy