Golden State Wealth 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 | $202K | Buy |
+2,929
| New | +$202K | 0.02% | 357 |
|
|
2022
Q1 | $1.99M | Sell |
36,329
-81
| -0.2% | -$4.44K | 0.39% | 49 |
|
|
2021
Q4 | $2.11M | Buy |
+36,410
| New | +$2.11M | 0.36% | 50 |
|
|
2020
Q4 | – | Sell |
-3,581
| Closed | -$155K | – | 393 |
|
|
2020
Q3 | $155K | Buy |
+3,581
| New | +$155K | 0.05% | 215 |
|
|
2020
Q2 | – | Sell |
-460
| Closed | -$15K | – | 776 |
|
|
2020
Q1 | $15K | Buy |
+460
| New | +$15K | 0.01% | 548 |
|