Investment Planning Advisors’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
$412K Sell
5,972
-91,414
-94% -$6.31M 0.15% 55
2025
Q1
$6.08M Buy
97,386
+72,674
+294% +$4.54M 2.47% 13
2024
Q4
$1.57M Buy
24,712
+18,962
+330% +$1.2M 0.68% 25
2024
Q3
$349K Hold
5,750
0.18% 52
2024
Q2
$349K Buy
+5,750
New +$349K 0.18% 52