Cornerstone Wealth Management’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	$383K	Hold	5,055	–	–	0.02%	516
2025 Q4	$388K	Sell	5,055 -271	-5%	-$20.6K	0.02%	484
2025 Q3	$399K	Sell	5,326 -56	-1%	-$4.01K	0.02%	471
2025 Q2	$371K	Sell	5,382 -555	-9%	-$35.6K	0.02%	458
2025 Q1	$371K	Sell	5,937 -136	-2%	-$8.77K	0.03%	431
2024 Q4	$385K	Sell	6,073 -584	-9%	-$37.9K	0.03%	409
2024 Q3	$431K	Buy	6,657 +200	+3%	+$12.4K	0.03%	386
2024 Q2	$392K	Buy	6,457 +815	+14%	+$48.5K	0.03%	379
2024 Q1	$337K	Buy	5,642 +889	+19%	+$50.7K	0.03%	413
2023 Q4	$263K	Buy	4,753 +519	+12%	+$26.9K	0.02%	438
2023 Q3	$214K	Hold	4,234	–	–	0.02%	499
2023 Q2	$222K	Hold	4,234	–	–	0.02%	465
2023 Q1	$211K	Buy	+4,234	New	+$207K	0.02%	439