Beacon Capital Management LLC (Tennessee)’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-14	Closed	-$966	–	876
2025 Q2	$966	Hold	14	–	–	﹤0.01%	987
2025 Q1	$874	Hold	14	–	–	﹤0.01%	1049
2024 Q4	$887	Hold	14	–	–	﹤0.01%	994
2024 Q3	$907	Hold	14	–	–	﹤0.01%	1118
2024 Q2	$851	Hold	14	–	–	﹤0.01%	967
2024 Q1	$836	Hold	14	–	–	﹤0.01%	981
2023 Q4	$707	Sell	14 -1,386	-99%	-$71.9K	﹤0.01%	901
2023 Q3	$73.3K	Hold	1,400	–	–	0.02%	190
2023 Q2	$73.3K	Buy	+1,400	New	+$70.9K	0.02%	190

Other funds holding SPGM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

PFM

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SPGM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2025, closing a stake of 14 shares — an estimated $966 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SPGM in Q2 2023 and held it in 9 quarters. The position peaked at $73.3K in Q3 2023. 146 funds tracked by Wall St. Rank hold SPGM as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 14 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2025, an estimated $966.
Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2023 and held it in 9 quarters.
Beacon Capital Management LLC (Tennessee)'s State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $73.3K in Q3 2023.
146 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.