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Holos Integrated Wealth’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Holos Integrated Wealth’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
Q2 		$296K Sell
3,478
-394
-10% -$32.9K 0.14% 64
2026
Q1 		$297K Sell
3,872
-4,943
-56% -$387K 0.15% 64
2025
Q4 		$682K Sell
8,815
-657
-7% -$49.9K 0.38% 39
2025
Q3 		$697K Sell
9,472
-594
-6% -$42.6K 0.41% 36
2025
Q2 		$715K Sell
10,066
-2,235
-18% -$143K 0.43% 33
2025
Q1 		$768K Sell
12,301
-5,247
-30% -$338K 0.5% 30
2024
Q4 		$1.11M Buy
+17,548
New +$1.14M 0.76% 22

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Holos Integrated Wealth's SPGM Position: Q2 2026 in Review

Holos Integrated Wealth reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 10% in Q2 2026, selling an estimated $32.9K and leaving 3,478 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #64.

Holos Integrated Wealth first reported a position in SPGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2024. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Holos Integrated Wealth held 3,478 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $296K as of Q2 2026.
  • Holos Integrated Wealth sold 394 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $32.9K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.14% of Holos Integrated Wealth's portfolio in Q2 2026, its #64 holding.
  • Holos Integrated Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.11M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.