KPP Advisory Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

KPP Advisory Services’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	$919K	Buy	12,136 +239	+2%	+$18.7K	0.13%	144
2025 Q4	$913K	Buy	11,897 +599	+5%	+$45.5K	0.13%	142
2025 Q3	$846K	Buy	11,298 +1,959	+21%	+$140K	0.13%	153
2025 Q2	$644K	Buy	9,339 +764	+9%	+$49K	0.11%	160
2025 Q1	$535K	Sell	8,575 -190	-2%	-$12.3K	0.1%	169
2024 Q4	$555K	Buy	8,765 +3,787	+76%	+$246K	0.13%	139
2024 Q3	$322K	Buy	4,978 +645	+15%	+$40K	0.08%	190
2024 Q2	$263K	Buy	4,333 +572	+15%	+$34K	0.07%	200
2024 Q1	$224K	Buy	+3,761	New	+$214K	0.06%	223

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