Larson Financial Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Larson Financial Group’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	$177K	Hold	2,339	–	–	0.01%	761
2025 Q4	$179K	Buy	2,339 +26	+1%	+$1.98K	0.01%	731
2025 Q3	$173K	Hold	2,313	–	–	0.01%	730
2025 Q2	$160K	Buy	2,313 +19	+0.8%	+$1.22K	0.01%	708
2025 Q1	$143K	Hold	2,294	–	–	0.01%	691
2024 Q4	$145K	Buy	2,294 +25	+1%	+$1.62K	0.01%	644
2024 Q3	$147K	Hold	2,269	–	–	0.01%	642
2024 Q2	$138K	Buy	+2,269	New	+$135K	0.01%	568
2022 Q1	–	Sell	-408	Closed	-$24K	–	1157
2021 Q4	$24K	Buy	408 +5	+1%	+$286	﹤0.01%	507
2021 Q3	$22K	Hold	403	–	–	﹤0.01%	448
2021 Q2	$22K	Buy	403 +3	+0.8%	+$164	0.01%	423
2021 Q1	$21K	Buy	+400	New	+$20.5K	0.01%	407

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