Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $287K | Buy |
|
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $510K | Hold |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $531K | Sell |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $660K | Sell |
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|
2020
Q3 | $595K | Sell |
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|
2020
Q2 | $1.32M | Buy |
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|
2019
Q4 | $22.8M | Buy |
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|
2019
Q3 | $11.1M | Buy |
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|
2019
Q2 | $7.58M | Sell |
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|
2019
Q1 | $7.86M | Buy |
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|
2018
Q4 | $6.24M | Buy |
|