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

MGB 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
2025 Q4	$23K	Hold	300	–	–	0.01%	284
2025 Q3	$22.5K	Hold	300	–	–	0.01%	286
2025 Q2	$20.7K	Hold	300	–	–	0.01%	280
2025 Q1	$18.7K	Hold	300	–	–	0.01%	268
2024 Q4	$19K	Hold	300	–	–	0.01%	259
2024 Q3	$19.4K	Hold	300	–	–	0.01%	255
2024 Q2	$18.8K	Hold	300	–	–	0.01%	251
2024 Q1	$17.9K	Hold	300	–	–	0.01%	243
2023 Q4	$16.6K	Buy	+300	New	+$15.6K	0.01%	237

Other funds holding SPGM

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 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 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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGB Wealth Management's SPGM Position: Q4 2025 in Review

MGB Wealth Management held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q4 2025 at 300 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #284.

MGB Wealth Management first reported a position in SPGM in Q4 2023 and has held it in 9 quarters since. 157 funds tracked by Wall St. Rank hold SPGM as of Q4 2025.

MGB Wealth Management held 300 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $23K as of Q4 2025.
MGB Wealth Management left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q4 2025.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #284 holding.
MGB Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
157 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.