Atria Wealth Solutions’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
$2.21M Buy
32,040
+403
+1% +$27.8K 0.05% 393
2025
Q1
$1.97M Sell
31,637
-1,486
-4% -$92.8K 0.02% 633
2024
Q4
$2.1M Sell
33,123
-2,152
-6% -$136K 0.02% 623
2024
Q3
$2.28M Sell
35,275
-10,743
-23% -$696K 0.02% 582
2024
Q2
$2.8M Sell
46,018
-1,695
-4% -$103K 0.03% 514
2024
Q1
$2.85M Sell
47,713
-3,639
-7% -$217K 0.03% 509
2023
Q4
$2.84M Sell
51,352
-3,452
-6% -$191K 0.04% 481
2023
Q3
$2.77M Sell
54,804
-6,688
-11% -$338K 0.04% 463
2023
Q2
$3.22M Sell
61,492
-1,849
-3% -$96.8K 0.04% 417
2023
Q1
$3.16M Sell
63,341
-2,429
-4% -$121K 0.05% 397
2022
Q4
$3.07M Sell
65,770
-4,032
-6% -$188K 0.05% 375
2022
Q3
$2.99M Buy
69,802
+35,559
+104% +$1.52M 0.05% 346
2022
Q2
$1.58M Buy
+34,243
New +$1.58M 0.03% 507