Cerity Partners’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
2023
Q4
Sell
-31,230
Closed -$1.58M 1886
2023
Q3
$1.58M Buy
31,230
+17,094
+121% +$863K 0.01% 635
2023
Q2
$740K Buy
+14,136
New +$740K ﹤0.01% 1020