Heritage Wealth Partners’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 Q1	$230K	Hold	3,679	–	–	0.35%	57
2024 Q4	$233K	Buy	3,679 +40	+1%	+$2.53K	0.29%	60
2024 Q3	$236K	Hold	3,639	–	–	0.28%	59
2024 Q2	$221K	Buy	+3,639	New	+$221K	0.32%	54