WealthPLAN 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
Q3 | $3.71M | Buy |
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|
2025
Q2 | $3.05M | Sell |
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|
2025
Q1 | $5.52M | Sell |
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|
2024
Q4 | $6.28M | Sell |
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|
2024
Q3 | $6.56M | Sell |
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|
2024
Q2 | $7.01M | Sell |
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|
2024
Q1 | $7.89M | Sell |
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|
2023
Q4 | $9.57M | Buy |
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|
2023
Q3 | $5.68M | Buy |
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|
2023
Q2 | $4.2M | Sell |
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|
2023
Q1 | $5.65M | Buy |
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|
2022
Q4 | $5.55M | Buy |
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $4.41M | Buy |
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|
2021
Q3 | $3.97M | Buy |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $2.88M | Buy |
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|
2020
Q4 | $2.58M | Buy |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $2.05M | Sell |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | $778K | Buy |
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|
2018
Q3 | $672K | Buy |
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|
2018
Q2 | $527K | Buy |
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|
2018
Q1 | $429K | Buy |
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|
2017
Q4 | $339K | Buy |
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