Alaska Wealth Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Alaska Wealth Advisors’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 Q1	$456K	Buy	6,028 +1,172	+24%	+$91.9K	0.05%	55
2025 Q4	$373K	Buy	4,856 +731	+18%	+$55.6K	0.05%	59
2025 Q3	$309K	Buy	4,125 +207	+5%	+$14.8K	0.04%	67
2025 Q2	$270K	Buy	3,918 +561	+17%	+$36K	0.04%	63
2025 Q1	$210K	Buy	+3,357	New	+$217K	0.03%	59
2024 Q4	–	Sell	-2,170	Closed	-$141K	–	95
2024 Q3	$141K	Buy	2,170 +263	+14%	+$16.3K	0.02%	80
2024 Q2	$116K	Buy	+1,907	New	+$113K	0.02%	77

Other funds holding SPGM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return