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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 70 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.
70 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.