Waverly Advisors’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 | $903K | Sell |
13,089
-605
| -4% | -$41.7K | 0.01% | 641 |
|
|
2025
Q1 | $855K | Sell |
13,694
-773
| -5% | -$48.3K | 0.01% | 640 |
|
|
2024
Q4 | $916K | Buy |
14,467
+2,916
| +25% | +$185K | 0.01% | 536 |
|
|
2024
Q3 | $748K | Buy |
11,551
+728
| +7% | +$47.2K | 0.01% | 499 |
|
|
2024
Q2 | $658K | Buy |
10,823
+882
| +9% | +$53.6K | 0.01% | 516 |
|
|
2024
Q1 | $593K | Buy |
+9,941
| New | +$593K | 0.01% | 446 |
|