WealthPlan Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

WealthPlan Investment Management’s Portfolio SPYM Stock Details SPYM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.07M	Sell
2025 Q3	$1.09M	Sell
2025 Q2	$10.6M	Buy
2024 Q1	–	Sell
2023 Q4	$222K	Buy
2023 Q3	–	Sell
2023 Q2	$17.9K	Buy
2023 Q1	–	Sell
2022 Q4	$5.54M	Buy
2022 Q3	$4.8M	Buy
2022 Q1	$4.71M	Buy