Waverly Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Waverly 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
2026 Q1	$977K	Sell	12,905 -22	-0.2%	-$1.72K	0.01%	844
2025 Q4	$992K	Buy	12,927 +62	+0.5%	+$4.71K	0.01%	768
2025 Q3	$964K	Sell	12,865 -224	-2%	-$16.1K	0.01%	650
2025 Q2	$903K	Sell	13,089 -605	-4%	-$38.8K	0.01%	642
2025 Q1	$855K	Sell	13,694 -773	-5%	-$49.9K	0.01%	640
2024 Q4	$916K	Buy	14,467 +2,916	+25%	+$189K	0.01%	538
2024 Q3	$748K	Buy	11,551 +728	+7%	+$45.1K	0.01%	499
2024 Q2	$658K	Buy	10,823 +882	+9%	+$52.5K	0.01%	517
2024 Q1	$593K	Buy	+9,941	New	+$566K	0.01%	446

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