Western Financial Corp’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 | $327K | Sell |
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|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $686K | Sell |
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|
2024
Q4 | $776K | Sell |
|
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $2.53M | Buy |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $2.03M | Sell |
|
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $856K | Buy |
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|
2021
Q3 | $682K | Buy |
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|
2021
Q2 | $604K | Buy |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $521K | Buy |
|