Financial Advocates Investment Management’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 | $708K | Buy |
+10,256
| New | +$708K | 0.06% | 283 |
|
|
2025
Q1 | – | Sell |
-15,599
| Closed | -$988K | – | 762 |
|
|
2024
Q4 | $988K | Sell |
15,599
-1,034
| -6% | -$65.5K | 0.06% | 303 |
|
|
2024
Q3 | $1.04M | Buy |
16,633
+1,621
| +11% | +$102K | 0.06% | 299 |
|
|
2024
Q2 | $912K | Buy |
15,012
+3,500
| +30% | +$213K | 0.06% | 308 |
|
|
2024
Q1 | $687K | Buy |
11,512
+1,036
| +10% | +$61.8K | 0.04% | 386 |
|
|
2023
Q4 | $580K | Sell |
10,476
-840
| -7% | -$46.5K | 0.04% | 398 |
|
|
2023
Q3 | $560K | Sell |
11,316
-3,134
| -22% | -$155K | 0.04% | 383 |
|
|
2023
Q2 | $756K | Sell |
14,450
-71,050
| -83% | -$3.72M | 0.05% | 314 |
|
|
2023
Q1 | $4.26M | Buy |
85,500
+4,372
| +5% | +$218K | 0.31% | 72 |
|
|
2022
Q4 | $3.78M | Sell |
81,128
-1,601
| -2% | -$74.7K | 0.28% | 90 |
|
|
2022
Q3 | $3.64M | Sell |
82,729
-17,862
| -18% | -$785K | 0.3% | 85 |
|
|
2022
Q2 | $4.63M | Buy |
100,591
+92,886
| +1,206% | +$4.27M | 0.38% | 69 |
|
|
2022
Q1 | $422K | Buy |
+7,705
| New | +$422K | 0.03% | 484 |
|
|
2021
Q4 | – | Sell |
-4,761
| Closed | -$261K | – | 805 |
|
|
2021
Q3 | $261K | Buy |
+4,761
| New | +$261K | 0.02% | 636 |
|
|
2021
Q2 | – | Sell |
-5,004
| Closed | -$262K | – | 807 |
|
|
2021
Q1 | $262K | Buy |
5,004
+538
| +12% | +$28.2K | 0.02% | 632 |
|
|
2020
Q4 | $218K | Buy |
+4,466
| New | +$218K | 0.01% | 653 |
|