Garrett Wealth Advisory Group’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 | $622K | Buy |
9,009
+560
| +7% | +$38.6K | 0.13% | 52 |
|
|
2025
Q1 | $527K | Buy |
8,449
+682
| +9% | +$42.6K | 0.12% | 53 |
|
|
2024
Q4 | $492K | Buy |
7,767
+816
| +12% | +$51.7K | 0.11% | 57 |
|
|
2024
Q3 | $450K | Buy |
6,951
+444
| +7% | +$28.8K | 0.11% | 58 |
|
|
2024
Q2 | $395K | Buy |
6,507
+238
| +4% | +$14.5K | 0.15% | 56 |
|
|
2024
Q1 | $374K | Buy |
6,269
+154
| +3% | +$9.19K | 0.15% | 46 |
|
|
2023
Q4 | $338K | Buy |
6,115
+176
| +3% | +$9.74K | 0.14% | 45 |
|
|
2023
Q3 | $300K | Buy |
5,939
+614
| +12% | +$31K | 0.14% | 48 |
|
|
2023
Q2 | $279K | Buy |
5,325
+291
| +6% | +$15.2K | 0.12% | 47 |
|
|
2023
Q1 | $251K | Buy |
5,034
+225
| +5% | +$11.2K | 0.12% | 42 |
|
|
2022
Q4 | $224K | Buy |
4,809
+23
| +0.5% | +$1.07K | 0.12% | 42 |
|
|
2022
Q3 | $205K | Buy |
+4,786
| New | +$205K | 0.11% | 44 |
|
|
2022
Q2 | – | Sell |
-5,681
| Closed | -$311K | – | 57 |
|
|
2022
Q1 | $311K | Buy |
5,681
+2,231
| +65% | +$122K | 0.16% | 46 |
|
|
2021
Q4 | $200K | Buy |
+3,450
| New | +$200K | 0.1% | 61 |
|