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Total Investment Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Total Investment 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
Q3 		– Sell
-1
Closed -$98 – 734
2025
Q2 		$98 Buy
+1
New +$64 ﹤0.01% 840

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Investment Management's SPGM Position: Q3 2025 in Review

Total Investment Management sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q3 2025, closing a stake of 1 share — an estimated $98 sold.

Total Investment Management first reported a position in SPGM in Q2 2025 and held it in 1 quarter. The position peaked at $98 in Q2 2025. 146 funds tracked by Wall St. Rank hold SPGM as of Q3 2025.

  • Total Investment Management reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 1 State Street SPDR Portfolio MSCI Global Stock Market ETF share in Q3 2025, an estimated $98.
  • Total Investment Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $98 in Q2 2025.
  • 146 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.