Creative Planning’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Creative Planning’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	$634K	Buy	7,406 +2,793	+61%	+$233K	﹤0.01%	3004
2026 Q1	$349K	Buy	4,613 +932	+25%	+$73K	﹤0.01%	3301
2025 Q4	$282K	Buy	3,681 +15	+0.4%	+$1.14K	﹤0.01%	3285
2025 Q3	$275K	Buy	+3,666	New	+$263K	﹤0.01%	3215
2016 Q1	–	Sell	-170	Closed	-$5K	–	4503
2015 Q4	$5K	Buy	+170	New	+$5.37K	﹤0.01%	3693

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

Creative Planning's SPGM Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 61% in Q2 2026, buying an estimated $233K and bringing the position to 7,406 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #3004.

Creative Planning first reported a position in SPGM in Q4 2015 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Creative Planning held 7,406 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $634K as of Q2 2026.
Creative Planning bought 2,793 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $233K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3004 holding.
Creative Planning first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2015 and has held it in 5 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.