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

Accredited 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
2025
Q3 		$75 Buy
126
+125
+12,500% +$8.96K ﹤0.01% 377
2025
Q2 		$69 Buy
+1
New +$64 ﹤0.01% 373

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's SPGM Position: Q3 2025 in Review

Accredited Wealth Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 12,500% in Q3 2025, buying an estimated $8.96K and bringing the position to 126 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Accredited Wealth Management first reported a position in SPGM in Q2 2025 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold SPGM as of Q3 2025.

  • Accredited Wealth Management held 126 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $75 as of Q3 2025.
  • Accredited Wealth Management bought 125 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2025, an estimated $8.96K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #377 holding.
  • Accredited Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2025 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.