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Elevation Wealth Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Elevation Wealth Partners’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 		$73.2K Hold
855
– – 0.02% 229
2026
Q1 		$64.7K Hold
855
– – 0.02% 212
2025
Q4 		$65.6K Hold
855
– – 0.02% 206
2025
Q3 		$64K Hold
855
– – 0.02% 217
2025
Q2 		$59K Sell
855
-430
-33% -$27.6K 0.02% 215
2025
Q1 		$80.2K Hold
1,285
– – 0.03% 190
2024
Q4 		$81.4K Buy
+1,285
New +$83.3K 0.03% 186

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's SPGM Position: Q2 2026 in Review

Elevation Wealth Partners held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 855 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #229.

Elevation Wealth Partners first reported a position in SPGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $81.4K in Q4 2024. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Elevation Wealth Partners held 855 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $73.2K as of Q2 2026.
  • Elevation Wealth Partners left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Elevation Wealth Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Elevation Wealth Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $81.4K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.