Great Valley Advisor 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 | $791K | Buy |
11,466
+2,054
| +22% | +$142K | 0.02% | 497 |
|
|
2025
Q1 | $587K | Buy |
9,412
+1,396
| +17% | +$87.1K | 0.01% | 555 |
|
|
2024
Q4 | $507K | Buy |
8,016
+1,445
| +22% | +$91.5K | 0.01% | 576 |
|
|
2024
Q3 | $425K | Buy |
6,571
+722
| +12% | +$46.7K | 0.01% | 599 |
|
|
2024
Q2 | $356K | Buy |
5,849
+1,302
| +29% | +$79.2K | 0.01% | 606 |
|
|
2024
Q1 | $271K | Buy |
4,547
+46
| +1% | +$2.74K | 0.01% | 632 |
|
|
2023
Q4 | $249K | Buy |
+4,501
| New | +$249K | 0.01% | 621 |
|
|
2022
Q2 | – | Sell |
-12,173
| Closed | -$668K | – | 718 |
|
|
2022
Q1 | $668K | Sell |
12,173
-17,550
| -59% | -$963K | 0.04% | 343 |
|
|
2021
Q4 | $1.72M | Buy |
29,723
+10,179
| +52% | +$588K | 0.11% | 202 |
|
|
2021
Q3 | $1.07M | Sell |
19,544
-2,341
| -11% | -$128K | 0.07% | 239 |
|
|
2021
Q2 | $1.21M | Sell |
21,885
-260
| -1% | -$14.4K | 0.09% | 214 |
|
|
2021
Q1 | $1.16M | Sell |
22,145
-354
| -2% | -$18.5K | 0.11% | 182 |
|
|
2020
Q4 | $1.1M | Buy |
22,499
+49
| +0.2% | +$2.39K | 0.11% | 172 |
|
|
2020
Q3 | $971K | Sell |
22,450
-46
| -0.2% | -$1.99K | 0.12% | 170 |
|
|
2020
Q2 | $896K | Buy |
+22,496
| New | +$896K | 0.15% | 164 |
|