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Clearstead Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Clearstead Advisors’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 		$8.19M Buy
95,544
+26,439
+38% +$2.2M 0.08% 186
2026
Q1 		$5.23M Buy
69,105
+29,967
+77% +$2.35M 0.05% 230
2025
Q4 		$3M Buy
39,138
+8,039
+26% +$611K 0.04% 269
2025
Q3 		$2.33M Buy
31,099
+5,601
+22% +$402K 0.03% 301
2025
Q2 		$1.76M Sell
25,498
-19,571
-43% -$1.26M 0.02% 339
2025
Q1 		$2.81M Buy
45,069
+1,639
+4% +$106K 0.04% 254
2024
Q4 		$2.75M Sell
43,430
-9
-0% -$584 0.04% 247
2024
Q3 		$2.81M Buy
43,439
+36,663
+541% +$2.27M 0.04% 252
2024
Q2 		$412K Buy
6,776
+1,063
+19% +$63.2K 0.01% 580
2024
Q1 		$341K Buy
5,713
+4,948
+647% +$282K 0.02% 380
2023
Q4 		$42.3K Buy
765
+561
+275% +$29.1K ﹤0.01% 786
2023
Q3 		$10.3K Hold
204
– – ﹤0.01% 992
2023
Q2 		$10.7K Buy
204
+3
+1% +$152 ﹤0.01% 980
2023
Q1 		$10K Hold
201
– – ﹤0.01% 947
2022
Q4 		$9.39K Buy
201
+2
+1% +$93 ﹤0.01% 907
2022
Q3 		$9K Buy
+199
New +$9.43K ﹤0.01% 906

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

Clearstead Advisors's SPGM Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 38% in Q2 2026, buying an estimated $2.2M and bringing the position to 95,544 shares worth $8.19M. The position accounts for 0.08% of the portfolio, ranked #186.

Clearstead Advisors first reported a position in SPGM in Q3 2022 and has held it in 16 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Clearstead Advisors held 95,544 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $8.19M as of Q2 2026.
  • Clearstead Advisors bought 26,439 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $2.2M.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.08% of Clearstead Advisors's portfolio in Q2 2026, its #186 holding.
  • Clearstead Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.