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Atria Investments’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Atria Investments’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
Q1 		– Sell
-5,013
Closed -$317K – 1995
2024
Q4 		$317K Buy
+5,013
New +$325K ﹤0.01% 1567

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's SPGM Position: Q1 2025 in Review

Atria Investments sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2025, closing a stake of 5,013 shares — an estimated $317K sold.

Atria Investments first reported a position in SPGM in Q4 2024 and held it in 1 quarter. The position peaked at $317K in Q4 2024. 131 funds tracked by Wall St. Rank hold SPGM as of Q1 2025.

  • Atria Investments reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 5,013 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2025, an estimated $317K.
  • Atria Investments first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • Atria Investments's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $317K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.