SAM
SPGM icon

Satovsky Asset Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Satovsky Asset 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
Q2 		– Sell
-5,905
Closed -$369K – 66
2025
Q1 		$369K Buy
+5,905
New +$381K 0.08% 32

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

Satovsky Asset Management's SPGM Position: Q2 2025 in Review

Satovsky Asset Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2025, closing a stake of 5,905 shares — an estimated $369K sold.

Satovsky Asset Management first reported a position in SPGM in Q1 2025 and held it in 1 quarter. The position peaked at $369K in Q1 2025. 137 funds tracked by Wall St. Rank hold SPGM as of Q2 2025.

  • Satovsky Asset Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Satovsky Asset Management sold 5,905 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2025, an estimated $369K.
  • Satovsky Asset Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Satovsky Asset Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $369K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2025.

Based on Satovsky Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.