SF
Schaeffer Financial’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
246,783
+5,795
| +2% | +$400K | 16.63% | 4 |
|
|
2025
Q1 | $15M | Buy |
240,988
+610
| +0.3% | +$38.1K | 16.6% | 4 |
|
|
2024
Q4 | $15.2M | Buy |
240,378
+1,147
| +0.5% | +$72.6K | 15.18% | 4 |
|
|
2024
Q3 | $15.5M | Buy |
239,231
+1,059
| +0.4% | +$68.6K | 15.74% | 4 |
|
|
2024
Q2 | $14.5M | Sell |
238,172
-2,281
| -0.9% | -$139K | 15.71% | 4 |
|
|
2024
Q1 | $14.4M | Sell |
240,453
-3,459
| -1% | -$206K | 14.29% | 4 |
|
|
2023
Q4 | $13.5M | Buy |
+243,912
| New | +$13.5M | 14.3% | 4 |
|
|
2022
Q3 | $9.34M | Buy |
218,295
+6,921
| +3% | +$296K | 17.36% | 3 |
|
|
2022
Q2 | $9.72M | Sell |
211,374
-2,283
| -1% | -$105K | 15.78% | 3 |
|
|
2022
Q1 | $11.7M | Buy |
213,657
+9,921
| +5% | +$544K | 15.8% | 3 |
|
|
2021
Q4 | $11.8M | Buy |
+203,736
| New | +$11.8M | 14.91% | 3 |
|