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AE Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

AE Wealth 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
2026
Q2 		$625K Buy
7,301
+1,513
+26% +$126K ﹤0.01% 1115
2026
Q1 		$438K Buy
5,788
+2,404
+71% +$188K ﹤0.01% 1181
2025
Q4 		$260K Buy
3,384
+1,321
+64% +$100K ﹤0.01% 1384
2025
Q3 		$155K Buy
2,063
+1,702
+471% +$122K ﹤0.01% 1454
2025
Q2 		$24.9K Hold
361
– – ﹤0.01% 1722
2025
Q1 		$22.5K Hold
361
– – ﹤0.01% 1718
2024
Q4 		$22.9K Buy
+361
New +$23.4K ﹤0.01% 1706
2023
Q3 		– Sell
-3,996
Closed -$209K – 2063
2023
Q2 		$209K Buy
+3,996
New +$202K ﹤0.01% 1729
2022
Q2 		– Sell
-10,339
Closed -$567K – 1831
2022
Q1 		$567K Sell
10,339
-1,480
-13% -$81K ﹤0.01% 1178
2021
Q4 		$684K Sell
11,819
-54
-0.5% -$3.09K ﹤0.01% 1120
2021
Q3 		$650K Buy
11,873
+539
+5% +$30.3K 0.01% 1047
2021
Q2 		$629K Buy
11,334
+832
+8% +$45.5K 0.01% 1049
2021
Q1 		$550K Buy
+10,502
New +$539K 0.01% 987

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

AE Wealth Management's SPGM Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 26% in Q2 2026, buying an estimated $126K and bringing the position to 7,301 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

AE Wealth Management first reported a position in SPGM in Q1 2021 and has held it in 13 quarters since. The position peaked at $684K in Q4 2021. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • AE Wealth Management held 7,301 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $625K as of Q2 2026.
  • AE Wealth Management bought 1,513 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $126K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1115 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2021 and has held it in 13 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $684K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.