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Christensen King & Associates Investment Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Christensen King & Associates Investment Services’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 		$806K Sell
9,408
-539
-5% -$44.9K 0.32% 46
2026
Q1 		$753K Sell
9,947
-67
-0.7% -$5.25K 0.32% 46
2025
Q4 		$768K Sell
10,014
-181
-2% -$13.8K 0.33% 45
2025
Q3 		$764K Hold
10,195
– – 0.33% 46
2025
Q2 		$703K Sell
10,195
-37
-0.4% -$2.38K 0.32% 46
2025
Q1 		$658K Sell
10,232
-106
-1% -$6.84K 0.31% 47
2024
Q4 		$668K Sell
10,338
-81
-0.8% -$5.25K 0.31% 45
2024
Q3 		$675K Sell
10,419
-996
-9% -$61.7K 0.32% 44
2024
Q2 		$694K Buy
11,415
+181
+2% +$10.8K 0.34% 45
2024
Q1 		$670K Hold
11,234
– – 0.33% 44
2023
Q4 		$622K Buy
+11,234
New +$583K 0.33% 46

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Christensen King & Associates Investment Services's SPGM Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 5.4% in Q2 2026, selling an estimated $44.9K and leaving 9,408 shares worth $806K. The position accounts for 0.32% of the portfolio, ranked #46.

Christensen King & Associates Investment Services first reported a position in SPGM in Q4 2023 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Christensen King & Associates Investment Services held 9,408 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $806K as of Q2 2026.
  • Christensen King & Associates Investment Services sold 539 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $44.9K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.32% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #46 holding.
  • Christensen King & Associates Investment Services first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.