Key Financial Inc’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
$293K Sell
4,248
-699
-14% -$48.2K 0.06% 227
2025
Q1
$309K Buy
4,947
+271
+6% +$16.9K 0.07% 211
2024
Q4
$296K Buy
4,676
+3,570
+323% +$226K 0.07% 204
2024
Q3
$71.6K Buy
1,106
+99
+10% +$6.41K 0.02% 415
2024
Q2
$61.2K Buy
1,007
+919
+1,044% +$55.9K 0.01% 423
2024
Q1
$5.25K Buy
88
+18
+26% +$1.07K ﹤0.01% 927
2023
Q4
$3.87K Buy
70
+1
+1% +$55 ﹤0.01% 1004
2023
Q3
$3.48K Hold
69
﹤0.01% 1029
2023
Q2
$3.61K Buy
+69
New +$3.61K ﹤0.01% 1056