HighTower Advisors

HighTower Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

HighTower Advisors’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	$1.79M	Sell	23,658 -667,158	-97%	-$52.3M	﹤0.01%	1794
2025 Q4	$53M	Buy	690,816 +8,944	+1%	+$680K	0.06%	333
2025 Q3	$51.1M	Buy	681,872 +332,299	+95%	+$23.8M	0.06%	331
2025 Q2	$24.1M	Buy	+349,573	New	+$22.4M	0.03%	514
2022 Q1	–	Sell	-10,220	Closed	-$587K	–	3658
2021 Q4	$587K	Buy	10,220 +283	+3%	+$16.2K	﹤0.01%	2049
2021 Q3	$536K	Buy	9,937 +307	+3%	+$17.2K	﹤0.01%	2020
2021 Q2	$527K	Buy	9,630 +1,464	+18%	+$80K	﹤0.01%	2019
2021 Q1	$426K	Buy	8,166 +297	+4%	+$15.2K	﹤0.01%	2083
2020 Q4	$386K	Buy	+7,869	New	+$364K	﹤0.01%	1772

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