Cape Investment Advisory’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 | $252K | Hold |
3,646
| – | – | 0.09% | 166 |
|
|
2025
Q1 | $228K | Buy |
3,646
+24
| +0.7% | +$1.5K | 0.09% | 165 |
|
|
2024
Q4 | $229K | Buy |
3,622
+675
| +23% | +$42.7K | 0.09% | 159 |
|
|
2024
Q3 | $191K | Buy |
2,947
+20
| +0.7% | +$1.3K | 0.08% | 173 |
|
|
2024
Q2 | $178K | Hold |
2,927
| – | – | 0.08% | 164 |
|
|
2024
Q1 | $175K | Buy |
2,927
+49
| +2% | +$2.92K | 0.08% | 160 |
|
|
2023
Q4 | $159K | Buy |
2,878
+357
| +14% | +$19.8K | 0.08% | 169 |
|
|
2023
Q3 | $127K | Buy |
2,521
+1,186
| +89% | +$59.9K | 0.07% | 184 |
|
|
2023
Q2 | $69.9K | Hold |
1,335
| – | – | 0.04% | 244 |
|
|
2023
Q1 | $66.6K | Buy |
+1,335
| New | +$66.6K | 0.04% | 233 |
|