Golden State Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Golden State Wealth 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 Q4	–	Sell	-2,926	Closed	-$219K	–	1752
2025 Q3	$219K	Sell	2,926 -3	-0.1%	-$215	0.02%	364
2025 Q2	$202K	Buy	+2,929	New	+$188K	0.02%	357
2022 Q1	$1.99M	Sell	36,329 -81	-0.2%	-$4.43K	0.39%	49
2021 Q4	$2.11M	Buy	+36,410	New	+$2.09M	0.36%	50
2020 Q4	–	Sell	-3,581	Closed	-$155K	–	393
2020 Q3	$155K	Buy	+3,581	New	+$153K	0.05%	215
2020 Q2	–	Sell	-460	Closed	-$15K	–	820
2020 Q1	$15K	Buy	+460	New	+$18.4K	0.01%	548

Other funds holding SPGM

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's SPGM Position: Q4 2025 in Review

Golden State Wealth Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2025, closing a stake of 2,926 shares — an estimated $219K sold.

Golden State Wealth Management first reported a position in SPGM in Q1 2020 and held it in 6 quarters. The position peaked at $2.11M in Q4 2021. 157 funds tracked by Wall St. Rank hold SPGM as of Q4 2025.

Golden State Wealth Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 2,926 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2025, an estimated $219K.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2020 and held it in 6 quarters.
Golden State Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.11M in Q4 2021.
157 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.