United Advisor Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

United Advisor Group’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	$274K	Hold	3,614	–	–	0.03%	412
2025 Q4	$277K	Buy	3,614 +25	+0.7%	+$1.9K	0.04%	395
2025 Q3	$269K	Hold	3,589	–	–	0.04%	383
2025 Q2	$248K	Buy	3,589 +18	+0.5%	+$1.16K	0.04%	346
2025 Q1	$223K	Hold	3,571	–	–	0.05%	325
2024 Q4	$226K	Buy	3,571 +23	+0.6%	+$1.49K	0.04%	337
2024 Q3	$230K	Hold	3,548	–	–	0.05%	313
2024 Q2	$216K	Sell	3,548 -505	-12%	-$30K	0.07%	249
2024 Q1	$242K	Buy	+4,053	New	+$231K	0.09%	187

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