United Advisor Group’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 | $248K | Buy |
3,589
+18
| +0.5% | +$1.24K | 0.04% | 346 |
|
|
2025
Q1 | $223K | Hold |
3,571
| – | – | 0.05% | 325 |
|
|
2024
Q4 | $226K | Buy |
3,571
+23
| +0.6% | +$1.46K | 0.04% | 337 |
|
|
2024
Q3 | $230K | Hold |
3,548
| – | – | 0.05% | 313 |
|
|
2024
Q2 | $216K | Sell |
3,548
-505
| -12% | -$30.7K | 0.07% | 249 |
|
|
2024
Q1 | $242K | Buy |
+4,053
| New | +$242K | 0.09% | 187 |
|