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	–	1758
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	–	790
2020 Q1	$15K	Buy	+460	New	+$18.4K	0.01%	548

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return