Peak Financial Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Peak Financial Management’s Portfolio SPGM Stock Details SPGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.6M	Sell	364,427 -5,275	-1%	-$413K	7%	3
2025 Q4	$28.4M	Sell	369,702 -1,746	-0.5%	-$133K	7.31%	3
2025 Q3	$27.8M	Sell	371,448 -2,042	-0.5%	-$146K	7.36%	3
2025 Q2	$25.8M	Buy	373,490 +1,208	+0.3%	+$77.6K	7.33%	3
2025 Q1	$23.2M	Sell	372,282 -3,425	-0.9%	-$221K	6.96%	3
2024 Q4	$23.8M	Sell	375,707 -644	-0.2%	-$41.8K	7.13%	3
2024 Q3	$24.4M	Buy	376,351 +869	+0.2%	+$53.9K	7.16%	3
2024 Q2	$22.8M	Buy	375,482 +2,274	+0.6%	+$135K	7.14%	3
2024 Q1	$22.3M	Buy	373,208 +2,969	+0.8%	+$169K	7.06%	3
2023 Q4	$20.5M	Sell	370,239 -8,225	-2%	-$427K	6.88%	3
2023 Q3	$19.1M	Buy	378,464 +8,117	+2%	+$425K	6.95%	3
2023 Q2	$19.4M	Sell	370,347 -2,875	-0.8%	-$146K	6.9%	2
2023 Q1	$18.6M	Buy	373,222 +1,031	+0.3%	+$50.5K	6.92%	2
2022 Q4	$17.4M	Sell	372,191 -1,178	-0.3%	-$54.7K	6.83%	2
2022 Q3	$16M	Buy	373,369 +3,589	+1%	+$170K	6.66%	2
2022 Q2	$17M	Buy	369,780 +4,202	+1%	+$210K	6.54%	2
2022 Q1	$20M	Buy	365,578 +5,475	+2%	+$299K	6.71%	2
2021 Q4	$20.8M	Sell	360,103 -5,650	-2%	-$324K	6.74%	2
2021 Q3	$20M	Buy	365,753 +960	+0.3%	+$53.9K	6.79%	2
2021 Q2	$20.3M	Buy	364,793 +2,959	+0.8%	+$162K	6.88%	2
2021 Q1	$18.9M	Sell	361,834 -2,268	-0.6%	-$116K	6.86%	2
2020 Q4	$17.7M	Buy	364,102 +8,021	+2%	+$371K	6.68%	2
2020 Q3	$15.4M	Buy	356,081 +7,060	+2%	+$301K	6.65%	2
2020 Q2	$13.9M	Sell	349,021 -23,215	-6%	-$868K	6.53%	2
2020 Q1	$12.5M	Buy	372,236 +26,508	+8%	+$1.06M	6.39%	3
2019 Q4	$14.8M	Buy	345,728 +1,345	+0.4%	+$55.8K	6.33%	4
2019 Q3	$13.7M	Buy	344,383 +4,619	+1%	+$183K	6.11%	3
2019 Q2	$13.6M	Buy	339,764 +8,226	+2%	+$325K	6.1%	4
2019 Q1	$12.9M	Buy	331,538 +44,910	+16%	+$1.7M	5.95%	4
2018 Q4	$9.98M	Buy	286,628 +34,260	+14%	+$1.28M	4.91%	6
2018 Q3	$10.2M	Buy	252,368 +65,638	+35%	+$2.62M	4.6%	6
2018 Q2	$7.21M	Buy	186,730 +73,692	+65%	+$2.9M	3.33%	12
2018 Q1	$4.42M	Buy	113,038 +101,920	+917%	+$4.08M	2.1%	20
2017 Q4	$438K	Buy	11,118 +430	+4%	+$16.6K	0.17%	38
2017 Q3	$403K	Buy	10,688 +138	+1%	+$5.07K	0.16%	37
2017 Q2	$379K	Buy	10,550 +2	+0%	+$71	0.15%	32
2017 Q1	$366K	Buy	10,548 +1,380	+15%	+$46.9K	0.15%	32
2016 Q4	$300K	Buy	+9,168	New	+$300K	0.13%	30