Jacobi Capital Management’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $224K | Buy |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $653K | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $600K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $520K | Sell |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $89K | Buy |
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|
2020
Q2 | $76K | Sell |
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|
2020
Q1 | $691K | Buy |
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