Acima Private Wealth’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$104K	Hold	1,218	–	–	0.03%	123
2026 Q1	$92.2K	Sell	1,218 -230	-16%	-$18K	0.03%	127
2025 Q4	$111K	Sell	1,448 -228	-14%	-$17.3K	0.03%	125
2025 Q3	$126K	Buy	1,676 +214	+15%	+$15.3K	0.04%	127
2025 Q2	$101K	Sell	1,462 -160	-10%	-$10.3K	0.03%	134
2025 Q1	$101K	Hold	1,622	–	–	0.04%	134
2024 Q4	$103K	Hold	1,622	–	–	0.03%	138
2024 Q3	$105K	Hold	1,622	–	–	0.04%	137
2024 Q2	$98.6K	Hold	1,622	–	–	0.04%	135
2024 Q1	$96.8K	Hold	1,622	–	–	0.04%	140
2023 Q4	$89.8K	Hold	1,622	–	–	0.04%	147
2023 Q3	$81.9K	Hold	1,622	–	–	0.04%	152
2023 Q2	$84.9K	Hold	1,622	–	–	0.04%	153
2023 Q1	$80.9K	Hold	1,622	–	–	0.04%	155
2022 Q4	$75.6K	Buy	1,622 +205	+14%	+$9.51K	0.04%	147
2022 Q3	$60.6K	Hold	1,417	–	–	0.03%	150
2022 Q2	$65.2K	Hold	1,417	–	–	0.03%	151
2022 Q1	$78K	Hold	1,417	–	–	0.04%	154
2021 Q4	$82K	Hold	1,417	–	–	0.04%	155
2021 Q3	$78K	Sell	1,417 -90	-6%	-$5.05K	0.04%	151
2021 Q2	$84K	Hold	1,507	–	–	0.04%	148
2021 Q1	$79K	Hold	1,507	–	–	0.04%	148
2020 Q4	$73K	Hold	1,507	–	–	0.04%	146
2020 Q3	$65K	Hold	1,507	–	–	0.04%	146
2020 Q2	$60K	Hold	1,507	–	–	0.04%	155
2020 Q1	$51K	Sell	1,507 -8,728	-85%	-$349K	0.04%	160
2019 Q4	$439K	Buy	10,235 +1,543	+18%	+$64K	0.3%	79
2019 Q3	$346K	Buy	8,692 +100	+1%	+$3.97K	0.26%	87
2019 Q2	$343K	Hold	8,592	–	–	0.27%	84
2019 Q1	$335K	Buy	8,592 +1,650	+24%	+$62.3K	0.29%	81
2018 Q4	$242K	Buy	+6,942	New	+$260K	0.24%	98