Key Financial Inc’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	$348K	Buy	4,597 +70	+2%	+$5.49K	0.06%	223
2025 Q4	$347K	Buy	4,527 +271	+6%	+$20.6K	0.06%	217
2025 Q3	$321K	Buy	4,256 +8	+0.2%	+$574	0.06%	226
2025 Q2	$293K	Sell	4,248 -699	-14%	-$44.9K	0.06%	227
2025 Q1	$309K	Buy	4,947 +271	+6%	+$17.5K	0.07%	211
2024 Q4	$296K	Buy	4,676 +3,570	+323%	+$232K	0.07%	204
2024 Q3	$71.6K	Buy	1,106 +99	+10%	+$6.14K	0.02%	415
2024 Q2	$61.2K	Buy	1,007 +919	+1,044%	+$54.7K	0.01%	423
2024 Q1	$5.25K	Buy	88 +18	+26%	+$1.03K	﹤0.01%	927
2023 Q4	$3.87K	Buy	70 +1	+1%	+$52	﹤0.01%	1004
2023 Q3	$3.48K	Hold	69	–	–	﹤0.01%	1029
2023 Q2	$3.61K	Buy	+69	New	+$3.5K	﹤0.01%	1056