Convergence Financial’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Convergence Financial’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 Q1	$1.18M	Buy	15,568 +7,030	+82%	+$551K	0.13%	90
2025 Q4	$655K	Sell	8,538 -9,775	-53%	-$743K	0.1%	106
2025 Q3	$1.37M	Sell	18,313 -13,748	-43%	-$986K	0.21%	66
2025 Q2	$2.21M	Buy	32,061 +609	+2%	+$39.1K	0.38%	47
2025 Q1	$1.96M	Sell	31,452 -681	-2%	-$43.9K	0.39%	44
2024 Q4	$2.03M	Sell	32,133 -5,228	-14%	-$339K	0.41%	38
2024 Q3	$2.42M	Buy	37,361 +71	+0.2%	+$4.4K	0.51%	34
2024 Q2	$2.27M	Buy	37,290 +13,657	+58%	+$812K	0.6%	32
2024 Q1	$1.41M	Buy	+23,633	New	+$1.35M	0.58%	21

Other funds holding SPGM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return