Pacific Capital Wealth Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-1,418	Closed	-$89.8K	–	329
2024 Q4	$89.8K	Hold	1,418	–	–	0.02%	117
2024 Q3	$91.9K	Sell	1,418 -1	-0.1%	-$62	0.02%	112
2024 Q2	$86.3K	Hold	1,419	–	–	0.02%	115
2024 Q1	$84.7K	Hold	1,419	–	–	0.02%	101
2023 Q4	$78.5K	Buy	+1,419	New	+$73.6K	0.02%	105
2020 Q4	–	Sell	-1,256	Closed	-$54K	–	174
2020 Q3	$54K	Buy	+1,256	New	+$53.6K	0.03%	101

Other funds holding SPGM

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Capital Wealth Advisors's SPGM Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2025, closing a stake of 1,418 shares — an estimated $89.8K sold.

Pacific Capital Wealth Advisors first reported a position in SPGM in Q3 2020 and held it in 6 quarters. The position peaked at $91.9K in Q3 2024. 131 funds tracked by Wall St. Rank hold SPGM as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,418 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2025, an estimated $89.8K.
Pacific Capital Wealth Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $91.9K in Q3 2024.
131 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.