Joseph Group Capital Management’s State Street 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
2026 Q1	$22.9K	Sell	303 -36	-11%	-$2.82K	0.01%	170
2025 Q4	$26K	Sell	339 -605	-64%	-$46K	0.01%	113
2025 Q3	$70.7K	Sell	944 -263	-22%	-$18.9K	0.02%	73
2025 Q2	$83.3K	Sell	1,207 -730	-38%	-$46.9K	0.03%	66
2025 Q1	$121K	Sell	1,937 -164	-8%	-$10.6K	0.05%	57
2024 Q4	$133K	Sell	2,101 -497	-19%	-$32.2K	0.05%	56
2024 Q3	$168K	Sell	2,598 -68	-3%	-$4.21K	0.06%	56
2024 Q2	$162K	Hold	2,666	–	–	0.08%	52
2024 Q1	$159K	Sell	2,666 -48	-2%	-$2.73K	0.08%	52
2023 Q4	$150K	Hold	2,714	–	–	0.09%	51
2023 Q3	$137K	Hold	2,714	–	–	0.1%	49
2023 Q2	$142K	Hold	2,714	–	–	0.12%	49
2023 Q1	$135K	Hold	2,714	–	–	0.12%	51
2022 Q4	$127K	Hold	2,714	–	–	0.12%	57
2022 Q3	$116K	Sell	2,714 -816	-23%	-$38.7K	0.13%	48
2022 Q2	$162K	Sell	3,530 -50	-1%	-$2.5K	0.16%	49
2022 Q1	$196K	Sell	3,580 -192	-5%	-$10.5K	0.2%	50
2021 Q4	$218K	Buy	+3,772	New	+$216K	0.21%	51