Americana Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Americana Partners’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	$1.02M	Sell	13,484 -1,037	-7%	-$81.3K	0.03%	278
2025 Q4	$1.11M	Buy	14,521 +12	+0.1%	+$912	0.03%	266
2025 Q3	$1.09M	Buy	14,509 +13	+0.1%	+$932	0.03%	251
2025 Q2	$1M	Sell	14,496 -125	-0.9%	-$8.03K	0.03%	251
2025 Q1	$913K	Sell	14,621 -21	-0.1%	-$1.35K	0.04%	224
2024 Q4	$927K	Sell	14,642 -1,494	-9%	-$96.9K	0.04%	225
2024 Q3	$1.05M	Buy	16,136 +70	+0.4%	+$4.34K	0.07%	190
2024 Q2	$976K	Sell	16,066 -24	-0.1%	-$1.43K	0.08%	181
2024 Q1	$960K	Buy	16,090 +7,434	+86%	+$424K	0.08%	182
2023 Q4	$479K	Buy	+8,656	New	+$449K	0.05%	207

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