Rothschild Investment LLC’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
$26K Buy
376
+3
+0.8% +$207 ﹤0.01% 961
2025
Q1
$23.3K Hold
373
﹤0.01% 959
2024
Q4
$23.6K Buy
373
+4
+1% +$254 ﹤0.01% 963
2024
Q3
$23.9K Sell
369
-200
-35% -$13K ﹤0.01% 957
2024
Q2
$34.6K Buy
+569
New +$34.6K ﹤0.01% 841