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

Allworth 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	$11.2K	Buy	+131	New	+$10.9K	﹤0.01%	3639
2023 Q2	–	Sell	-45	Closed	-$2.25K	–	3371
2023 Q1	$2.25K	Hold	45	–	–	﹤0.01%	2360
2022 Q4	$2.1K	Hold	45	–	–	﹤0.01%	2230
2022 Q3	$2K	Buy	+45	New	+$2.13K	﹤0.01%	2224

Other funds holding SPGM

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Allworth Financial's SPGM Position: Q2 2026 in Review

Allworth Financial opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026: 131 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #3639 among its holdings. This is a return to the name: Allworth Financial previously reported a position in SPGM as recently as Q1 2023.

Allworth Financial first reported a position in SPGM in Q3 2022 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Allworth Financial held 131 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $11.2K as of Q2 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF was a new Allworth Financial position in Q2 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3639 holding.
Allworth Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2022 and has held it in 4 quarters since.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.