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

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Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return