WCP
SPYM

Welch Capital Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Welch Capital Partners’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$19.5M Sell
2025
Q1 		$22.3M Buy
2024
Q4 		$8.44M Sell
2024
Q3 		$8.79M Buy
2024
Q2 		$5.13M Buy
2024
Q1 		$909K Hold
2023
Q4 		$826K Hold
2023
Q3 		$743K Buy