AE 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 | $24.9K | Hold |
361
| – | – | ﹤0.01% | 1722 |
|
|
2025
Q1 | $22.5K | Hold |
361
| – | – | ﹤0.01% | 1718 |
|
|
2024
Q4 | $22.9K | Buy |
+361
| New | +$22.9K | ﹤0.01% | 1706 |
|
|
2023
Q3 | – | Sell |
-3,996
| Closed | -$209K | – | 2058 |
|
|
2023
Q2 | $209K | Buy |
+3,996
| New | +$209K | ﹤0.01% | 1726 |
|
|
2022
Q2 | – | Sell |
-10,339
| Closed | -$567K | – | 1826 |
|
|
2022
Q1 | $567K | Sell |
10,339
-1,480
| -13% | -$81.2K | ﹤0.01% | 1175 |
|
|
2021
Q4 | $684K | Sell |
11,819
-54
| -0.5% | -$3.13K | ﹤0.01% | 1120 |
|
|
2021
Q3 | $650K | Buy |
11,873
+539
| +5% | +$29.5K | 0.01% | 1045 |
|
|
2021
Q2 | $629K | Buy |
11,334
+832
| +8% | +$46.2K | 0.01% | 1046 |
|
|
2021
Q1 | $550K | Buy |
+10,502
| New | +$550K | 0.01% | 984 |
|