Act Wealth Management’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.73M | Buy |
39,546
+3,095
| +8% | +$214K | 1.15% | 12 |
|
2025
Q1 | $2.28M | Buy |
36,451
+1,092
| +3% | +$68.2K | 1.03% | 12 |
|
2024
Q4 | $2.24M | Buy |
35,359
+131
| +0.4% | +$8.3K | 1.05% | 12 |
|
2024
Q3 | $2.28M | Sell |
35,228
-760
| -2% | -$49.2K | 1.01% | 12 |
|
2024
Q2 | $2.19M | Buy |
35,988
+700
| +2% | +$42.5K | 1.08% | 13 |
|
2024
Q1 | $2.11M | Buy |
35,288
+872
| +3% | +$52K | 1.06% | 12 |
|
2023
Q4 | $1.9M | Buy |
34,416
+403
| +1% | +$22.3K | 1.03% | 11 |
|
2023
Q3 | $1.72M | Sell |
34,013
-425
| -1% | -$21.5K | 1.15% | 11 |
|
2023
Q2 | $1.8M | Buy |
34,438
+2,943
| +9% | +$154K | 1.01% | 12 |
|
2023
Q1 | $1.57M | Buy |
31,495
+2,013
| +7% | +$100K | 0.93% | 12 |
|
2022
Q4 | $1.37M | Buy |
29,482
+2,250
| +8% | +$105K | 0.87% | 12 |
|
2022
Q3 | $1.17M | Buy |
27,232
+6,106
| +29% | +$261K | 0.83% | 13 |
|
2022
Q2 | $972K | Sell |
21,126
-7
| -0% | -$322 | 0.64% | 14 |
|
2022
Q1 | $1.16M | Buy |
21,133
+3,011
| +17% | +$165K | 0.66% | 14 |
|
2021
Q4 | $1.05M | Sell |
18,122
-216
| -1% | -$12.5K | 0.6% | 12 |
|
2021
Q3 | $1.02M | Hold |
18,338
| – | – | 0.63% | 11 |
|
2021
Q2 | $1.02M | Buy |
18,338
+98
| +0.5% | +$5.44K | 0.63% | 11 |
|
2021
Q1 | $955K | Buy |
18,240
+748
| +4% | +$39.2K | 0.62% | 11 |
|
2020
Q4 | $852K | Buy |
+17,492
| New | +$852K | 0.55% | 11 |
|