Focus Partners Advisor Solutions’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Focus Partners Advisor Solutions’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	$356K	Hold	4,708	–	–	﹤0.01%	909
2025 Q4	$361K	Buy	4,708 +152	+3%	+$11.6K	﹤0.01%	825
2025 Q3	$349K	Sell	4,556 -187	-4%	-$13.4K	﹤0.01%	853
2025 Q2	$327K	Sell	4,743 -281	-6%	-$18K	﹤0.01%	820
2025 Q1	$314K	Buy	5,024 +106	+2%	+$6.84K	﹤0.01%	742
2024 Q4	$311K	Buy	4,918 +166	+3%	+$10.8K	0.01%	595
2024 Q3	$308K	Sell	4,752 -98	-2%	-$6.07K	0.01%	569
2024 Q2	$295K	Hold	4,850	–	–	0.01%	491
2024 Q1	$289K	Buy	4,850 +36	+0.7%	+$2.05K	0.01%	477
2023 Q4	$266K	Buy	+4,814	New	+$250K	0.01%	346

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