Clearstead Advisors’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 | $1.76M | Sell |
25,498
-19,571
| -43% | -$1.35M | 0.02% | 337 |
|
|
2025
Q1 | $2.81M | Buy |
45,069
+1,639
| +4% | +$102K | 0.04% | 252 |
|
|
2024
Q4 | $2.75M | Sell |
43,430
-9
| -0% | -$570 | 0.04% | 246 |
|
|
2024
Q3 | $2.81M | Buy |
43,439
+36,663
| +541% | +$2.37M | 0.04% | 251 |
|
|
2024
Q2 | $412K | Buy |
6,776
+1,063
| +19% | +$64.6K | 0.01% | 580 |
|
|
2024
Q1 | $341K | Buy |
5,713
+4,948
| +647% | +$296K | 0.02% | 380 |
|
|
2023
Q4 | $42.3K | Buy |
765
+357
| +88% | +$19.8K | ﹤0.01% | 784 |
|
|
2023
Q3 | $20.6K | Buy |
408
+204
| +100% | +$10.3K | ﹤0.01% | 1021 |
|
|
2023
Q2 | $10.7K | Buy |
204
+3
| +1% | +$157 | ﹤0.01% | 980 |
|
|
2023
Q1 | $10K | Hold |
201
| – | – | ﹤0.01% | 947 |
|
|
2022
Q4 | $9.39K | Buy |
201
+2
| +1% | +$93 | ﹤0.01% | 906 |
|
|
2022
Q3 | $9K | Buy |
+199
| New | +$9K | ﹤0.01% | 904 |
|