Sequoia Financial Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.4M | Sell |
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|
2025
Q1 | $85.8M | Buy |
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|
2024
Q4 | $83.4M | Buy |
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|
2024
Q3 | $85M | Buy |
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|
2024
Q2 | $79.8M | Sell |
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|
2024
Q1 | $81.3M | Buy |
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|
2023
Q4 | $74.4M | Buy |
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|
2023
Q3 | $67M | Buy |
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|
2023
Q2 | $69.4M | Buy |
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|
2023
Q1 | $61.6M | Sell |
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|
2022
Q4 | $59.9M | Buy |
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|
2022
Q3 | $52.4M | Sell |
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|
2022
Q2 | $57.8M | Sell |
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|
2022
Q1 | $71.3M | Buy |
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|
2021
Q4 | $72.4M | Buy |
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|
2021
Q3 | $21.6M | Sell |
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|
2021
Q2 | $66.2M | Buy |
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|
2021
Q1 | $37M | Sell |
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|
2020
Q4 | $39.4M | Sell |
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|
2020
Q3 | $35.5M | Sell |
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|
2020
Q2 | $33.4M | Buy |
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|
2020
Q1 | $25.7M | Buy |
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|
2019
Q4 | $30.4M | Buy |
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|
2019
Q3 | $26.1M | Buy |
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|
2019
Q2 | $24.1M | Buy |
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|
2019
Q1 | $19.8M | Buy |
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|
2018
Q4 | $8.92M | Buy |
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|
2018
Q3 | $10.3M | Buy |
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|
2018
Q2 | $9.64M | Buy |
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|
2018
Q1 | $9.48M | Sell |
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|
2017
Q4 | $10M | Buy |
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|
2017
Q3 | $9.37M | Buy |
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|
2017
Q2 | $8.92M | Buy |
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|
2017
Q1 | $8.4M | Sell |
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|
2016
Q4 | $9.52M | Buy |
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|
2016
Q3 | $9.24M | Buy |
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