Williams Jones Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Williams Jones Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$204K	Buy
2022 Q2	–	Sell
2022 Q1	$210K	Hold
2021 Q4	$221K	Buy