IHT Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

IHT 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
2026 Q1	$364K	Buy	4,803 +399	+9%	+$31.3K	0.01%	940
2025 Q4	$338K	Buy	4,404 +45	+1%	+$3.42K	0.01%	922
2025 Q3	$327K	Buy	4,359 +71	+2%	+$5.09K	0.01%	895
2025 Q2	$296K	Sell	4,288 -203	-5%	-$13K	0.01%	894
2025 Q1	$280K	Sell	4,491 -153	-3%	-$9.87K	0.01%	885
2024 Q4	$294K	Buy	4,644 +373	+9%	+$24.2K	0.01%	858
2024 Q3	$277K	Buy	4,271 +411	+11%	+$25.5K	0.01%	941
2024 Q2	$235K	Buy	3,860 +452	+13%	+$26.9K	0.01%	889
2024 Q1	$203K	Buy	+3,408	New	+$194K	0.01%	940
2023 Q4	–	Sell	-33,020	Closed	-$1.67M	–	1026
2023 Q3	$1.67M	Buy	+33,020	New	+$1.73M	0.08%	225

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