Wealth Enhancement Advisory Services
SPGM icon

Wealth Enhancement Advisory Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.8M Sell
79,112
-102,216
-56% -$8.52M 0.01% 842
2026
Q1 		$13.8M Buy
181,328
+34,469
+23% +$2.7M 0.03% 493
2025
Q4 		$11.5M Buy
146,859
+129
+0.1% +$9.8K 0.02% 648
2025
Q3 		$11.1M Sell
146,730
-131,882
-47% -$9.46M 0.02% 615
2025
Q2 		$19.5M Sell
278,612
-58,630
-17% -$3.76M 0.03% 430
2025
Q1 		$21.1M Buy
337,242
+20,085
+6% +$1.3M 0.04% 382
2024
Q4 		$20.1M Buy
317,157
+8,168
+3% +$530K 0.04% 371
2024
Q3 		$20M Buy
308,989
+5,516
+2% +$342K 0.04% 347
2024
Q2 		$18.4M Buy
303,473
+2,869
+1% +$171K 0.04% 345
2024
Q1 		$17.9M Buy
300,604
+2,355
+0.8% +$134K 0.05% 349
2023
Q4 		$16.5M Buy
298,249
+6,904
+2% +$358K 0.05% 337
2023
Q3 		$14.7M Buy
+291,345
New +$15.3M 0.05% 328

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GWWM
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CFG
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XPN
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CI
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FWA
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CKAIS
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LA
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PFA
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PA
Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return