Merit Financial Group’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	$705K	Sell	9,318 -134	-1%	-$10.5K	0.01%	1167
2025 Q4	$725K	Buy	9,452 +106	+1%	+$8.06K	0.01%	1089
2025 Q3	$700K	Sell	9,346 -2,331	-20%	-$167K	0.01%	1008
2025 Q2	$806K	Sell	11,677 -152	-1%	-$9.76K	0.01%	889
2025 Q1	$738K	Hold	11,829	–	–	0.01%	774
2024 Q4	$749K	Sell	11,829 -3,916	-25%	-$254K	0.01%	583
2024 Q3	$1.02M	Hold	15,745	–	–	0.02%	424
2024 Q2	$957K	Sell	15,745 -461	-3%	-$27.4K	0.02%	424
2024 Q1	$953K	Sell	16,206 -874	-5%	-$49.8K	0.02%	412
2023 Q4	$945K	Sell	17,080 -1,095	-6%	-$56.8K	0.03%	329
2023 Q3	$918K	Sell	18,175 -2,739	-13%	-$143K	0.03%	337
2023 Q2	$1.09M	Sell	20,914 -6,995	-25%	-$354K	0.04%	320
2023 Q1	$1.39M	Sell	27,909 -40,896	-59%	-$2M	0.05%	242
2022 Q4	$3.21M	Buy	68,805 +61,234	+809%	+$2.84M	0.12%	135
2022 Q3	$324K	Buy	7,571 +747	+11%	+$35.4K	0.01%	424
2022 Q2	$314K	Buy	+6,824	New	+$341K	0.01%	443