YHB Investment Advisors’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 | $2.94M | Buy |
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|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $951K | Buy |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $973K | Buy |
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|
2022
Q4 | $727K | Buy |
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