AE Wealth 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	$438K	Buy	5,788 +2,404	+71%	+$188K	﹤0.01%	1181
2025 Q4	$260K	Buy	3,384 +1,321	+64%	+$100K	﹤0.01%	1384
2025 Q3	$155K	Buy	2,063 +1,702	+471%	+$122K	﹤0.01%	1454
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	+$23.4K	﹤0.01%	1706
2023 Q3	–	Sell	-3,996	Closed	-$209K	–	2063
2023 Q2	$209K	Buy	+3,996	New	+$202K	﹤0.01%	1729
2022 Q2	–	Sell	-10,339	Closed	-$567K	–	1831
2022 Q1	$567K	Sell	10,339 -1,480	-13%	-$81K	﹤0.01%	1178
2021 Q4	$684K	Sell	11,819 -54	-0.5%	-$3.09K	﹤0.01%	1120
2021 Q3	$650K	Buy	11,873 +539	+5%	+$30.3K	0.01%	1047
2021 Q2	$629K	Buy	11,334 +832	+8%	+$45.5K	0.01%	1049
2021 Q1	$550K	Buy	+10,502	New	+$539K	0.01%	987