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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return