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Financial Advocates Investment Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-10,256
Closed -$708K – 521
2025
Q2 		$708K Buy
+10,256
New +$658K 0.06% 284
2025
Q1 		– Sell
-15,599
Closed -$988K – 786
2024
Q4 		$988K Sell
15,599
-1,034
-6% -$67.1K 0.06% 303
2024
Q3 		$1.04M Buy
16,633
+1,621
+11% +$100K 0.06% 299
2024
Q2 		$912K Buy
15,012
+3,500
+30% +$208K 0.06% 309
2024
Q1 		$687K Buy
11,512
+1,036
+10% +$59K 0.04% 387
2023
Q4 		$580K Sell
10,476
-840
-7% -$43.6K 0.04% 398
2023
Q3 		$560K Sell
11,316
-3,134
-22% -$164K 0.04% 385
2023
Q2 		$756K Sell
14,450
-71,050
-83% -$3.6M 0.05% 315
2023
Q1 		$4.26M Buy
85,500
+4,372
+5% +$214K 0.31% 77
2022
Q4 		$3.78M Sell
81,128
-1,601
-2% -$74.3K 0.28% 91
2022
Q3 		$3.64M Sell
82,729
-17,862
-18% -$847K 0.3% 87
2022
Q2 		$4.63M Buy
100,591
+92,886
+1,206% +$4.64M 0.38% 69
2022
Q1 		$422K Buy
+7,705
New +$421K 0.03% 484
2021
Q4 		– Sell
-4,761
Closed -$261K – 812
2021
Q3 		$261K Buy
+4,761
New +$267K 0.02% 638
2021
Q2 		– Sell
-5,004
Closed -$262K – 829
2021
Q1 		$262K Buy
5,004
+538
+12% +$27.6K 0.02% 646
2020
Q4 		$218K Buy
+4,466
New +$206K 0.01% 658

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $436M AUM 21.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's SPGM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2025, closing a stake of 10,256 shares — an estimated $708K sold.

Financial Advocates Investment Management first reported a position in SPGM in Q4 2020 and held it in 16 quarters. The position peaked at $4.63M in Q2 2022. 146 funds tracked by Wall St. Rank hold SPGM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,256 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2025, an estimated $708K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2020 and held it in 16 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $4.63M in Q2 2022.
  • 146 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.