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

Convergence 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	$2.42M	Buy	28,216 +12,648	+81%	+$1.05M	0.19%	73
2026 Q1	$1.18M	Buy	15,568 +7,030	+82%	+$551K	0.13%	90
2025 Q4	$655K	Sell	8,538 -9,775	-53%	-$743K	0.1%	106
2025 Q3	$1.37M	Sell	18,313 -13,748	-43%	-$986K	0.21%	66
2025 Q2	$2.21M	Buy	32,061 +609	+2%	+$39.1K	0.38%	47
2025 Q1	$1.96M	Sell	31,452 -681	-2%	-$43.9K	0.39%	44
2024 Q4	$2.03M	Sell	32,133 -5,228	-14%	-$339K	0.41%	38
2024 Q3	$2.42M	Buy	37,361 +71	+0.2%	+$4.4K	0.51%	34
2024 Q2	$2.27M	Buy	37,290 +13,657	+58%	+$812K	0.6%	32
2024 Q1	$1.41M	Buy	+23,633	New	+$1.35M	0.58%	21

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

Convergence Financial's SPGM Position: Q2 2026 in Review

Convergence Financial increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 81% in Q2 2026, buying an estimated $1.05M and bringing the position to 28,216 shares worth $2.42M. The position accounts for 0.19% of the portfolio, ranked #73.

Convergence Financial first reported a position in SPGM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.42M in Q3 2024. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Convergence Financial held 28,216 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.42M as of Q2 2026.
Convergence Financial bought 12,648 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $1.05M.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.19% of Convergence Financial's portfolio in Q2 2026, its #73 holding.
Convergence Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Convergence Financial's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.42M in Q3 2024.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.