Vertex Planning 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
Q2 | $61.7M | Sell |
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|
2025
Q1 | $61.4M | Buy |
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|
2024
Q4 | $63M | Buy |
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|
2024
Q3 | $32.5M | Sell |
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|
2024
Q2 | $31.9M | Sell |
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|
2024
Q1 | $32.4M | Sell |
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|
2023
Q4 | $33M | Buy |
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|
2023
Q3 | $20.4M | Buy |
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|
2023
Q2 | $18M | Buy |
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|
2023
Q1 | $14.8M | Buy |
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|
2022
Q4 | $9.06M | Buy |
|