U.S. Capital Wealth 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 | $2.13M | Buy |
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|
2025
Q2 | $1.97M | Sell |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.54M | Buy |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $810K | Buy |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | $268K | Buy |
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