Holos Integrated Wealth’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	$715K	Sell	10,066 -2,235	-18%	-$159K	0.43%	33
2025 Q1	$768K	Sell	12,301 -5,247	-30%	-$328K	0.5%	30
2024 Q4	$1.11M	Buy	+17,548	New	+$1.11M	0.76%	22