Clearstead Advisors’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	$5.23M	Buy	69,105 +29,967	+77%	+$2.35M	0.05%	230
2025 Q4	$3M	Buy	39,138 +8,039	+26%	+$611K	0.04%	269
2025 Q3	$2.33M	Buy	31,099 +5,601	+22%	+$402K	0.03%	301
2025 Q2	$1.76M	Sell	25,498 -19,571	-43%	-$1.26M	0.02%	339
2025 Q1	$2.81M	Buy	45,069 +1,639	+4%	+$106K	0.04%	254
2024 Q4	$2.75M	Sell	43,430 -9	-0%	-$584	0.04%	247
2024 Q3	$2.81M	Buy	43,439 +36,663	+541%	+$2.27M	0.04%	252
2024 Q2	$412K	Buy	6,776 +1,063	+19%	+$63.2K	0.01%	580
2024 Q1	$341K	Buy	5,713 +4,948	+647%	+$282K	0.02%	380
2023 Q4	$42.3K	Buy	765 +357	+88%	+$18.5K	﹤0.01%	786
2023 Q3	$20.6K	Buy	408 +204	+100%	+$10.7K	﹤0.01%	1022
2023 Q2	$10.7K	Buy	204 +3	+1%	+$152	﹤0.01%	980
2023 Q1	$10K	Hold	201	–	–	﹤0.01%	947
2022 Q4	$9.39K	Buy	201 +2	+1%	+$93	﹤0.01%	907
2022 Q3	$9K	Buy	+199	New	+$9.43K	﹤0.01%	906