WealthShield 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 | $2.24M | Buy |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $78.7K | Sell |
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|
2023
Q2 | $86.6K | Sell |
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|
2023
Q1 | $95.9K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $188K | Sell |
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|
2020
Q4 | $446K | Sell |
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|
2020
Q3 | $501K | Sell |
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|
2020
Q2 | $510K | Sell |
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|
2020
Q1 | $454K | Buy |
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|
2019
Q4 | $320K | Sell |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $127K | Sell |
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|
2019
Q1 | $256K | Buy |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $257K | Buy |
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|
2018
Q2 | $206K | Buy |
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|
2018
Q1 | $16K | Buy |
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