Advance Capital Management’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 Q1	$11M	Sell	144,676 -226,851	-61%	-$17.8M	0.42%	20
2025 Q4	$28.5M	Sell	371,527 -2,475	-0.7%	-$188K	1.21%	12
2025 Q3	$28M	Buy	374,002 +14,201	+4%	+$1.02M	1.22%	11
2025 Q2	$24.8M	Buy	359,801 +4,612	+1%	+$296K	1.13%	13
2025 Q1	$22.2M	Buy	355,189 +5,907	+2%	+$381K	1.06%	12
2024 Q4	$22.1M	Buy	349,282 +6,844	+2%	+$444K	1.01%	8
2024 Q3	$22.2M	Sell	342,438 -63,373	-16%	-$3.93M	0.98%	8
2024 Q2	$24.7M	Sell	405,811 -642	-0.2%	-$38.2K	1.17%	8
2024 Q1	$24.3M	Sell	406,453 -58,489	-13%	-$3.33M	1.68%	8
2023 Q4	$25.7M	Buy	464,942 +11,093	+2%	+$576K	2.03%	9
2023 Q3	$22.9M	Buy	453,849 +42,264	+10%	+$2.21M	2.12%	9
2023 Q2	$21.5M	Buy	411,585 +22,646	+6%	+$1.15M	2.44%	8
2023 Q1	$19.4M	Buy	388,939 +6,552	+2%	+$321K	3.45%	8
2022 Q4	$17.8M	Sell	382,387 -2,135	-0.6%	-$99.1K	2.36%	8
2022 Q3	$16.4M	Buy	384,522 +8,538	+2%	+$405K	2.01%	8
2022 Q2	$17.3M	Sell	375,984 -19,163	-5%	-$957K	2.07%	7
2022 Q1	$21.7M	Buy	395,147 +13,246	+3%	+$725K	2.63%	5
2021 Q4	$22.1M	Buy	+381,901	New	+$21.9M	4.52%	3