Garrett Wealth Advisory Group’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	$501K	Sell	6,611 -3,464	-34%	-$271K	0.09%	75
2025 Q4	$773K	Buy	10,075 +370	+4%	+$28.1K	0.15%	50
2025 Q3	$727K	Buy	9,705 +696	+8%	+$49.9K	0.14%	51
2025 Q2	$622K	Buy	9,009 +560	+7%	+$36K	0.13%	52
2025 Q1	$527K	Buy	8,449 +682	+9%	+$44K	0.12%	53
2024 Q4	$492K	Buy	7,767 +816	+12%	+$52.9K	0.11%	57
2024 Q3	$450K	Buy	6,951 +444	+7%	+$27.5K	0.11%	58
2024 Q2	$395K	Buy	6,507 +238	+4%	+$14.2K	0.15%	56
2024 Q1	$374K	Buy	6,269 +154	+3%	+$8.78K	0.15%	46
2023 Q4	$338K	Buy	6,115 +176	+3%	+$9.13K	0.14%	45
2023 Q3	$300K	Buy	5,939 +614	+12%	+$32.1K	0.14%	48
2023 Q2	$279K	Buy	5,325 +291	+6%	+$14.7K	0.12%	47
2023 Q1	$251K	Buy	5,034 +225	+5%	+$11K	0.12%	42
2022 Q4	$224K	Buy	4,809 +23	+0.5%	+$1.07K	0.12%	42
2022 Q3	$205K	Buy	+4,786	New	+$227K	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	+$198K	0.1%	61