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 Q3	$231K	Sell	2,691 -787	-23%	-$68.2K	0.1%	74
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

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Holos Integrated Wealth's SPGM Position: Q3 2026 in Review

Holos Integrated Wealth reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 23% in Q3 2026, selling an estimated $68.2K and leaving 2,691 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #74.

Holos Integrated Wealth first reported a position in SPGM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2024. 42 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

Holos Integrated Wealth held 2,691 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $231K as of Q3 2026.
Holos Integrated Wealth sold 787 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $68.2K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.1% of Holos Integrated Wealth's portfolio in Q3 2026, its #74 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 8 quarters since.
Holos Integrated Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.11M in Q4 2024.
42 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.