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

Atria Wealth Solutions’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
Q2 		$2.21M Buy
32,040
+403
+1% +$25.9K 0.05% 393
2025
Q1 		$1.97M Sell
31,637
-1,486
-4% -$95.8K 0.02% 638
2024
Q4 		$2.1M Sell
33,123
-2,152
-6% -$140K 0.02% 626
2024
Q3 		$2.28M Sell
35,275
-10,743
-23% -$666K 0.02% 585
2024
Q2 		$2.8M Sell
46,018
-1,695
-4% -$101K 0.03% 516
2024
Q1 		$2.85M Sell
47,713
-3,639
-7% -$207K 0.03% 511
2023
Q4 		$2.84M Sell
51,352
-3,452
-6% -$179K 0.04% 484
2023
Q3 		$2.77M Sell
54,804
-6,688
-11% -$350K 0.04% 464
2023
Q2 		$3.22M Sell
61,492
-1,849
-3% -$93.7K 0.04% 418
2023
Q1 		$3.16M Sell
63,341
-2,429
-4% -$119K 0.05% 397
2022
Q4 		$3.07M Sell
65,770
-4,032
-6% -$187K 0.05% 375
2022
Q3 		$2.99M Buy
69,802
+35,559
+104% +$1.69M 0.05% 346
2022
Q2 		$1.57M Buy
+34,243
New +$1.71M 0.03% 524

Other funds holding SPGM

LPL Financial
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Atria Wealth Solutions's SPGM Position: Q2 2025 in Review

Atria Wealth Solutions increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.3% in Q2 2025, buying an estimated $25.9K and bringing the position to 32,040 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #393.

Atria Wealth Solutions first reported a position in SPGM in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.22M in Q2 2023. 137 funds tracked by Wall St. Rank hold SPGM as of Q2 2025.

  • Atria Wealth Solutions held 32,040 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.21M as of Q2 2025.
  • Atria Wealth Solutions bought 403 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2025, an estimated $25.9K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #393 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.22M in Q2 2023.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.