TrueWealth 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
Q3 | $2.05M | Buy |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $766K | Buy |
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|
2022
Q2 | $739K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $642K | Buy |
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