Convergence Financial’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
32,061
+609
+2% +$42K 0.38% 47
2025
Q1
$1.96M Sell
31,452
-681
-2% -$42.5K 0.39% 44
2024
Q4
$2.03M Sell
32,133
-5,228
-14% -$331K 0.41% 38
2024
Q3
$2.42M Buy
37,361
+71
+0.2% +$4.6K 0.51% 34
2024
Q2
$2.27M Buy
37,290
+13,657
+58% +$830K 0.6% 32
2024
Q1
$1.41M Buy
+23,633
New +$1.41M 0.58% 21