SWM
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Spire Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Spire Wealth 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
Q2 		$80.1K Sell
935
-1,750
-65% -$146K ﹤0.01% 1042
2026
Q1 		$203K Hold
2,685
– – 0.01% 769
2025
Q4 		$206K Sell
2,685
-688
-20% -$52.3K 0.01% 785
2025
Q3 		$253K Sell
3,373
-3,615
-52% -$259K 0.01% 719
2025
Q2 		$482K Sell
6,988
-216
-3% -$13.9K 0.02% 514
2025
Q1 		$450K Hold
7,204
– – 0.01% 595
2024
Q4 		$456K Buy
7,204
+151
+2% +$9.79K 0.01% 571
2024
Q3 		$457K Hold
7,053
– – 0.02% 538
2024
Q2 		$429K Buy
7,053
+3,089
+78% +$184K 0.02% 518
2024
Q1 		$237K Buy
3,964
+1,035
+35% +$59K ﹤0.01% 731
2023
Q4 		$162K Buy
2,929
+159
+6% +$8.25K 0.01% 824
2023
Q3 		$139K Buy
2,770
+129
+5% +$6.75K 0.01% 828
2023
Q2 		$138K Buy
2,641
+8
+0.3% +$405 0.01% 851
2023
Q1 		$131K Buy
2,633
+552
+27% +$27K 0.01% 877
2022
Q4 		$97K Buy
2,081
+8
+0.4% +$371 0.01% 759
2022
Q3 		$89K Buy
2,073
+998
+93% +$47.3K 0.01% 750
2022
Q2 		$49K Sell
1,075
-419
-28% -$20.9K ﹤0.01% 1299
2022
Q1 		$82K Hold
1,494
– – ﹤0.01% 1244
2021
Q4 		$86K Buy
1,494
+128
+9% +$7.33K ﹤0.01% 1476
2021
Q3 		$75K Hold
1,366
– – ﹤0.01% 1311
2021
Q2 		$76K Sell
1,366
-4,293
-76% -$235K ﹤0.01% 1309
2021
Q1 		$296K Buy
+5,659
New +$290K 0.01% 875

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