Advisornet Financial’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Advisornet Financial’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	$144K	Buy	1,686 +2	+0.1%	+$167	0.01%	741
2026 Q1	$127K	Hold	1,684	–	–	0.01%	742
2025 Q4	$129K	Buy	1,684 +4	+0.2%	+$304	0.01%	729
2025 Q3	$126K	Hold	1,680	–	–	0.01%	728
2025 Q2	$116K	Buy	1,680 +3	+0.2%	+$193	0.01%	718
2025 Q1	$105K	Buy	1,677 +346	+26%	+$22.3K	0.01%	716
2024 Q4	$84.3K	Buy	+1,331	New	+$86.3K	0.01%	729
2023 Q4	–	Sell	-82	Closed	-$4.14K	–	2493
2023 Q3	$4.14K	Hold	82	–	–	﹤0.01%	1461
2023 Q2	$4.29K	Buy	82 +42	+105%	+$2.13K	﹤0.01%	1547
2023 Q1	$2K	Buy	+40	New	+$1.96K	﹤0.01%	1709
2022 Q4	–	Sell	-40	Closed	-$2K	–	2483
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	1708
2022 Q2	$2K	Sell	40 -67,072	-100%	-$3.35M	﹤0.01%	1733
2022 Q1	$3.68M	Sell	67,112 -69,800	-51%	-$3.82M	0.23%	102
2021 Q4	$7.92M	Sell	136,912 -5,953	-4%	-$341K	0.49%	42
2021 Q3	$7.82M	Sell	142,865 -7,205	-5%	-$405K	0.54%	35
2021 Q2	$8.33M	Buy	150,070 +1,617	+1%	+$88.4K	0.55%	35
2021 Q1	$7.77M	Buy	148,453 +10,456	+8%	+$537K	0.55%	35
2020 Q4	$6.72M	Buy	137,997 +34,711	+34%	+$1.6M	0.54%	35
2020 Q3	$4.47M	Buy	103,286 +12,253	+13%	+$523K	0.38%	54
2020 Q2	$3.63M	Buy	91,033 +50,786	+126%	+$1.9M	0.29%	75
2020 Q1	$1.35M	Sell	40,247 -509	-1%	-$20.3K	0.12%	149
2019 Q4	$1.75M	Sell	40,756 -1,634	-4%	-$67.8K	0.15%	138
2019 Q3	$1.69M	Sell	42,390 -984	-2%	-$39.1K	0.16%	136
2019 Q2	$1.73M	Sell	43,374 -710	-2%	-$28.1K	0.19%	114
2019 Q1	$1.72M	Sell	44,084 -702	-2%	-$26.5K	0.21%	109
2018 Q4	$1.56M	Sell	44,786 -8,046	-15%	-$302K	0.22%	101
2018 Q3	$2.14M	Sell	52,832 -8,016	-13%	-$319K	0.27%	79
2018 Q2	$2.35M	Sell	60,848 -11,898	-16%	-$468K	0.32%	63
2018 Q1	$2.84M	Sell	72,746 -6,018	-8%	-$241K	0.39%	52
2017 Q4	$3.11M	Buy	+78,764	New	+$3.05M	0.47%	42

Other funds holding SPGM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Advisornet Financial's SPGM Position: Q2 2026 in Review

Advisornet Financial increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.12% in Q2 2026, buying an estimated $167 and bringing the position to 1,686 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #741.

Advisornet Financial first reported a position in SPGM in Q4 2017 and has held it in 30 quarters since. The position peaked at $8.33M in Q2 2021. 63 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Advisornet Financial held 1,686 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $144K as of Q2 2026.
Advisornet Financial bought 2 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $167.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #741 holding.
Advisornet Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2017 and has held it in 30 quarters since.
Advisornet Financial's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $8.33M in Q2 2021.
63 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.