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

Atlas Private 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 Q2	$332K	Buy	3,872 +49	+1%	+$4.09K	0.07%	105
2026 Q1	$289K	Hold	3,823	–	–	0.07%	106
2025 Q4	$293K	Buy	3,823 +44	+1%	+$3.34K	0.07%	110
2025 Q3	$283K	Sell	3,779 -4,447	-54%	-$319K	0.07%	116
2025 Q2	$568K	Sell	8,226 -1,257	-13%	-$80.7K	0.07%	113
2025 Q1	$592K	Hold	9,483	–	–	0.08%	101
2024 Q4	$601K	Buy	9,483 +48	+0.5%	+$3.11K	0.09%	99
2024 Q3	$611K	Hold	9,435	–	–	0.09%	88
2024 Q2	$573K	Buy	9,435 +4,737	+101%	+$282K	0.09%	89
2024 Q1	$280K	Sell	4,698 -4,697	-50%	-$268K	0.09%	91
2023 Q4	$520K	Sell	9,395 -1,388	-13%	-$72K	0.1%	79
2023 Q3	$544K	Sell	10,783 -853	-7%	-$44.7K	0.1%	101
2023 Q2	$609K	Buy	11,636 +5,656	+95%	+$286K	0.12%	100
2023 Q1	$298K	Sell	5,980 -791	-12%	-$38.7K	0.14%	103
2022 Q4	$316K	Buy	6,771 +35	+0.5%	+$1.62K	0.17%	100
2022 Q3	$288K	Sell	6,736 -100	-1%	-$4.74K	0.17%	102
2022 Q2	$314K	Buy	6,836 +1,437	+27%	+$71.8K	0.19%	103
2022 Q1	$296K	Sell	5,399 -42,501	-89%	-$2.32M	0.13%	110
2021 Q4	$2.77M	Buy	+47,900	New	+$2.74M	1.28%	21

Other funds holding SPGM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Atlas Private Wealth Advisors's SPGM Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.3% in Q2 2026, buying an estimated $4.09K and bringing the position to 3,872 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #105.

Atlas Private Wealth Advisors first reported a position in SPGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.77M in Q4 2021. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Atlas Private Wealth Advisors held 3,872 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $332K as of Q2 2026.
Atlas Private Wealth Advisors bought 49 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $4.09K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.07% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Atlas Private Wealth Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.77M in Q4 2021.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.