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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 $376B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return