MidAtlantic Capital Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

MidAtlantic Capital 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
2026 Q1	–	Sell	-237	Closed	-$18.2K	–	199
2025 Q4	$18.2K	Buy	+237	New	+$18K	0.01%	186
2025 Q1	–	Sell	-237	Closed	-$15K	–	201
2024 Q4	$15K	Hold	237	–	–	0.01%	193
2024 Q3	$15.3K	Hold	237	–	–	0.01%	191
2024 Q2	$14.4K	Hold	237	–	–	0.01%	183
2024 Q1	$14.1K	Buy	237 +193	+439%	+$11K	0.01%	194
2023 Q4	$2.44K	Buy	+44	New	+$2.28K	﹤0.01%	229

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