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 Q3	$74K	Hold	855	–	–	0.02%	270
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

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Elevation Wealth Partners's SPGM Position: Q3 2026 in Review

Elevation Wealth Partners held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q3 2026 at 855 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #270.

Elevation Wealth Partners first reported a position in SPGM in Q4 2024 and has held it in 8 quarters since. The position peaked at $81.4K in Q4 2024. 68 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

Elevation Wealth Partners held 855 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $74K as of Q3 2026.
Elevation Wealth Partners left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #270 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 8 quarters since.
Elevation Wealth Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $81.4K in Q4 2024.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.