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Americana Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Americana Partners’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 		$1.16M Buy
13,493
+9
+0.1% +$751 0.03% 299
2026
Q1 		$1.02M Sell
13,484
-1,037
-7% -$81.3K 0.03% 278
2025
Q4 		$1.11M Buy
14,521
+12
+0.1% +$912 0.03% 266
2025
Q3 		$1.09M Buy
14,509
+13
+0.1% +$932 0.03% 251
2025
Q2 		$1M Sell
14,496
-125
-0.9% -$8.03K 0.03% 251
2025
Q1 		$913K Sell
14,621
-21
-0.1% -$1.35K 0.04% 224
2024
Q4 		$927K Sell
14,642
-1,494
-9% -$96.9K 0.04% 225
2024
Q3 		$1.05M Buy
16,136
+70
+0.4% +$4.34K 0.07% 190
2024
Q2 		$976K Sell
16,066
-24
-0.1% -$1.43K 0.08% 181
2024
Q1 		$960K Buy
16,090
+7,434
+86% +$424K 0.08% 182
2023
Q4 		$479K Buy
+8,656
New +$449K 0.05% 207

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

Americana Partners's SPGM Position: Q2 2026 in Review

Americana Partners increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.07% in Q2 2026, buying an estimated $751 and bringing the position to 13,493 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #299.

Americana Partners first reported a position in SPGM in Q4 2023 and has held it in 11 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Americana Partners held 13,493 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.16M as of Q2 2026.
  • Americana Partners bought 9 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $751.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.03% of Americana Partners's portfolio in Q2 2026, its #299 holding.
  • Americana Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2023 and has held it in 11 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 Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.