Sound Income Strategies’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-246	Closed	-$18.8K	–	2124
2026 Q1	$18.8K	Hold	246	–	–	﹤0.01%	1215
2025 Q4	$19.4K	Buy	+246	New	+$18.7K	﹤0.01%	1171
2025 Q2	–	Sell	-182	Closed	-$11.4K	–	1700
2025 Q1	$11.4K	Hold	182	–	–	﹤0.01%	876
2024 Q4	$11.5K	Hold	182	–	–	﹤0.01%	808
2024 Q3	$11.8K	Hold	182	–	–	﹤0.01%	755
2024 Q2	$11.1K	Buy	+182	New	+$10.8K	﹤0.01%	753
2023 Q4	–	Sell	-222	Closed	-$11.2K	–	1389
2023 Q3	$11.2K	Buy	+222	New	+$11.6K	﹤0.01%	559

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Sound Income Strategies's SPGM Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026, closing a stake of 246 shares — an estimated $18.8K sold.

Sound Income Strategies first reported a position in SPGM in Q3 2023 and held it in 7 quarters. The position peaked at $19.4K in Q4 2025. 134 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 246 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $18.8K.
Sound Income Strategies first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2023 and held it in 7 quarters.
Sound Income Strategies's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $19.4K in Q4 2025.
134 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.