CT
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Clearstead Trust’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-734
Closed -$55K – 1475
2025
Q3 		$55K Hold
734
– – 0.01% 306
2025
Q2 		$50.6K Hold
734
– – 0.01% 314
2025
Q1 		$45.8K Hold
734
– – 0.01% 282
2024
Q4 		$46.5K Buy
+734
New +$47.6K 0.01% 264

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
HighTower Advisors
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 $394M AUM 17.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return