Schaeffer Financial’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	$19M	Sell	251,225 -710	-0.3%	-$55.6K	16.01%	3
2025 Q4	$19.3M	Buy	251,935 +2,821	+1%	+$214K	16.86%	3
2025 Q3	$18.7M	Buy	249,114 +2,331	+0.9%	+$167K	16.91%	3
2025 Q2	$17M	Buy	246,783 +5,795	+2%	+$372K	16.63%	4
2025 Q1	$15M	Buy	240,988 +610	+0.3%	+$39.3K	16.6%	4
2024 Q4	$15.2M	Buy	240,378 +1,147	+0.5%	+$74.4K	15.18%	4
2024 Q3	$15.5M	Buy	239,231 +1,059	+0.4%	+$65.6K	15.74%	4
2024 Q2	$14.5M	Sell	238,172 -2,281	-0.9%	-$136K	15.71%	4
2024 Q1	$14.4M	Sell	240,453 -3,459	-1%	-$197K	14.29%	4
2023 Q4	$13.5M	Buy	+243,912	New	+$12.7M	14.3%	4
2022 Q3	$9.34M	Buy	218,295 +6,921	+3%	+$328K	17.36%	3
2022 Q2	$9.72M	Sell	211,374 -2,283	-1%	-$114K	15.78%	3
2022 Q1	$11.7M	Buy	213,657 +9,921	+5%	+$543K	15.8%	3
2021 Q4	$11.8M	Buy	+203,736	New	+$11.7M	14.91%	3