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Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Legacy Wealth Management (Idaho)’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
Q4 		– Sell
-80
Closed -$5.99K – 964
2025
Q3 		$5.99K Hold
80
– – ﹤0.01% 408
2025
Q2 		$5.52K Hold
80
– – ﹤0.01% 388
2025
Q1 		$4.99K Sell
80
-298
-79% -$19.2K ﹤0.01% 425
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 $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPGM Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2025, closing a stake of 80 shares — an estimated $5.99K sold.

Legacy Wealth Management (Idaho) first reported a position in SPGM in Q3 2024 and held it in 5 quarters. The position peaked at $24.7K in Q4 2024. 157 funds tracked by Wall St. Rank hold SPGM as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 80 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2025, an estimated $5.99K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2024 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $24.7K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.