Continuum Advisory’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Continuum Advisory’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	$14.1K	Buy	+164	New	+$13.7K	﹤0.01%	1155
2025 Q2	–	Sell	-89	Closed	-$5.55K	–	1400
2025 Q1	$5.55K	Hold	89	–	–	﹤0.01%	1096
2024 Q4	$5.64K	Buy	89 +2	+2%	+$130	﹤0.01%	1105
2024 Q3	$5.62K	Buy	87 +39	+81%	+$2.42K	﹤0.01%	1126
2024 Q2	$2.92K	Buy	48 +7	+17%	+$416	﹤0.01%	1204
2024 Q1	$2.44K	Buy	+41	New	+$2.34K	﹤0.01%	1245

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

Continuum Advisory's SPGM Position: Q2 2026 in Review

Continuum Advisory opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026: 164 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SPGM as recently as Q1 2025.

Continuum Advisory first reported a position in SPGM in Q1 2024 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Continuum Advisory held 164 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $14.1K as of Q2 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF was a new Continuum Advisory position in Q2 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1155 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2024 and has held it in 6 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 Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.