Valmark Advisers’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 | $13.9M | Buy |
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|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $10.8M | Sell |
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|
2024
Q3 | $10.8M | Buy |
|
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|
2024
Q2 | $9.25M | Buy |
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|
2024
Q1 | $7.92M | Buy |
|
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|
2023
Q4 | $5.82M | Buy |
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|
2023
Q3 | $4.77M | Buy |
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|
2023
Q2 | $4.83M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $429K | Sell |
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|
2021
Q4 | $493K | Buy |
|