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Legacy Investment Solutions’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$5.52K Buy
+80
New +$5.14K ﹤0.01% 388
2024
Q4 		$24.7K Hold
378
– – 0.02% 190
2024
Q3 		$24.5K Buy
+378
New +$23.4K 0.01% 191

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Legacy Investment Solutions's SPGM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2025: 80 shares worth $5.52K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPGM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPGM in Q3 2024 and has held it in 3 quarters since. The position peaked at $24.7K in Q4 2024. 137 funds tracked by Wall St. Rank hold SPGM as of Q2 2025.

  • Legacy Investment Solutions held 80 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $5.52K as of Q2 2025.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #388 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $24.7K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.