Peak Financial Management’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 | $25.8M | Buy |
373,490
+1,208
| +0.3% | +$83.4K | 7.33% | 3 |
|
|
2025
Q1 | $23.2M | Sell |
372,282
-3,425
| -0.9% | -$214K | 6.96% | 3 |
|
|
2024
Q4 | $23.8M | Sell |
375,707
-644
| -0.2% | -$40.8K | 7.13% | 3 |
|
|
2024
Q3 | $24.4M | Buy |
376,351
+869
| +0.2% | +$56.3K | 7.16% | 3 |
|
|
2024
Q2 | $22.8M | Buy |
375,482
+2,274
| +0.6% | +$138K | 7.14% | 3 |
|
|
2024
Q1 | $22.3M | Buy |
373,208
+2,969
| +0.8% | +$177K | 7.06% | 3 |
|
|
2023
Q4 | $20.5M | Sell |
370,239
-8,225
| -2% | -$455K | 6.88% | 3 |
|
|
2023
Q3 | $19.1M | Buy |
378,464
+8,117
| +2% | +$410K | 6.95% | 3 |
|
|
2023
Q2 | $19.4M | Sell |
370,347
-2,875
| -0.8% | -$150K | 6.9% | 2 |
|
|
2023
Q1 | $18.6M | Buy |
373,222
+1,031
| +0.3% | +$51.4K | 6.92% | 2 |
|
|
2022
Q4 | $17.4M | Sell |
372,191
-1,178
| -0.3% | -$54.9K | 6.83% | 2 |
|
|
2022
Q3 | $16M | Buy |
373,369
+3,589
| +1% | +$154K | 6.66% | 2 |
|
|
2022
Q2 | $17M | Buy |
369,780
+4,202
| +1% | +$193K | 6.54% | 2 |
|
|
2022
Q1 | $20M | Buy |
365,578
+5,475
| +2% | +$300K | 6.71% | 2 |
|
|
2021
Q4 | $20.8M | Sell |
360,103
-5,650
| -2% | -$327K | 6.74% | 2 |
|
|
2021
Q3 | $20M | Buy |
365,753
+960
| +0.3% | +$52.6K | 6.79% | 2 |
|
|
2021
Q2 | $20.3M | Buy |
364,793
+2,959
| +0.8% | +$164K | 6.88% | 2 |
|
|
2021
Q1 | $18.9M | Sell |
361,834
-2,268
| -0.6% | -$119K | 6.86% | 2 |
|
|
2020
Q4 | $17.7M | Buy |
364,102
+8,021
| +2% | +$391K | 6.68% | 2 |
|
|
2020
Q3 | $15.4M | Buy |
356,081
+7,060
| +2% | +$306K | 6.65% | 2 |
|
|
2020
Q2 | $13.9M | Sell |
349,021
-23,215
| -6% | -$925K | 6.53% | 2 |
|
|
2020
Q1 | $12.5M | Buy |
372,236
+26,508
| +8% | +$891K | 6.39% | 3 |
|
|
2019
Q4 | $14.8M | Buy |
345,728
+1,345
| +0.4% | +$57.7K | 6.33% | 4 |
|
|
2019
Q3 | $13.7M | Buy |
344,383
+4,619
| +1% | +$184K | 6.11% | 3 |
|
|
2019
Q2 | $13.6M | Buy |
339,764
+8,226
| +2% | +$329K | 6.1% | 4 |
|
|
2019
Q1 | $12.9M | Buy |
331,538
+44,910
| +16% | +$1.75M | 5.95% | 4 |
|
|
2018
Q4 | $9.98M | Buy |
286,628
+34,260
| +14% | +$1.19M | 4.91% | 6 |
|
|
2018
Q3 | $10.2M | Buy |
252,368
+65,638
| +35% | +$2.66M | 4.6% | 6 |
|
|
2018
Q2 | $7.21M | Buy |
186,730
+73,692
| +65% | +$2.85M | 3.33% | 12 |
|
|
2018
Q1 | $4.42M | Buy |
113,038
+101,920
| +917% | +$3.99M | 2.1% | 20 |
|
|
2017
Q4 | $438K | Buy |
11,118
+430
| +4% | +$16.9K | 0.17% | 38 |
|
|
2017
Q3 | $403K | Buy |
10,688
+138
| +1% | +$5.2K | 0.16% | 37 |
|
|
2017
Q2 | $379K | Buy |
10,550
+2
| +0% | +$72 | 0.15% | 32 |
|
|
2017
Q1 | $366K | Buy |
10,548
+1,380
| +15% | +$47.9K | 0.15% | 32 |
|
|
2016
Q4 | $300K | Buy |
+9,168
| New | +$300K | 0.13% | 30 |
|