Envestnet Asset Management
SPGM icon

Envestnet Asset Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Envestnet Asset Management’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 		$1.98M Sell
23,112
-234
-1% -$19.5K ﹤0.01% 3167
2026
Q1 		$1.77M Buy
23,346
+347
+2% +$27.2K ﹤0.01% 3093
2025
Q4 		$1.76M Sell
22,999
-51,219
-69% -$3.89M ﹤0.01% 2921
2025
Q3 		$5.56M Sell
74,218
-23,060
-24% -$1.65M ﹤0.01% 2168
2025
Q2 		$6.71M Sell
97,278
-3,298
-3% -$212K ﹤0.01% 2002
2025
Q1 		$6.28M Buy
100,576
+59,119
+143% +$3.81M ﹤0.01% 1969
2024
Q4 		$2.63M Sell
41,457
-48,382
-54% -$3.14M ﹤0.01% 2531
2024
Q3 		$5.82M Buy
89,839
+4,062
+5% +$252K ﹤0.01% 2002
2024
Q2 		$5.21M Buy
85,777
+24,645
+40% +$1.47M ﹤0.01% 2001
2024
Q1 		$3.65M Buy
61,132
+7,668
+14% +$437K ﹤0.01% 2198
2023
Q4 		$2.96M Buy
53,464
+16,296
+44% +$846K ﹤0.01% 2223
2023
Q3 		$1.88M Buy
37,168
+3,317
+10% +$174K ﹤0.01% 2413
2023
Q2 		$1.77M Buy
33,851
+3,443
+11% +$174K ﹤0.01% 2353
2023
Q1 		$1.52M Buy
30,408
+23,957
+371% +$1.17M ﹤0.01% 2380
2022
Q4 		$301K Buy
6,451
+69
+1% +$3.2K ﹤0.01% 3426
2022
Q3 		$273K Buy
6,382
+159
+3% +$7.54K ﹤0.01% 3407
2022
Q2 		$286K Sell
6,223
-2,680
-30% -$134K ﹤0.01% 3386
2022
Q1 		$488K Buy
8,903
+9
+0.1% +$492 ﹤0.01% 3138
2021
Q4 		$514K Buy
8,894
+1,482
+20% +$84.9K ﹤0.01% 3061
2021
Q3 		$406K Buy
+7,412
New +$416K ﹤0.01% 3105
2019
Q3 		– Sell
-136,134
Closed -$5.44M – 3156
2019
Q2 		$5.44M Sell
136,134
-5,100
-4% -$202K 0.01% 1011
2019
Q1 		$5.51M Buy
141,234
+2,616
+2% +$98.8K 0.01% 949
2018
Q4 		$4.83M Sell
138,618
-1,858
-1% -$69.7K 0.01% 897
2018
Q3 		$5.69M Buy
+140,476
New +$5.6M 0.01% 389
2016
Q4 		– Sell
-109,148
Closed -$3.58M – 3309
2016
Q3 		$3.58M Buy
109,148
+7,724
+8% +$251K 0.01% 711
2016
Q2 		$3.14M Buy
101,424
+15,760
+18% +$491K 0.01% 813
2016
Q1 		$2.64M Buy
85,664
+20,384
+31% +$594K 0.01% 860
2015
Q4 		$2.01M Buy
65,280
+19,890
+44% +$628K 0.01% 962
2015
Q3 		$1.38M Buy
+45,390
New +$1.44M 0.01% 1112

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

Envestnet Asset Management's SPGM Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1% in Q2 2026, selling an estimated $19.5K and leaving 23,112 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

Envestnet Asset Management first reported a position in SPGM in Q3 2015 and has held it in 29 quarters since. The position peaked at $6.71M in Q2 2025. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Envestnet Asset Management held 23,112 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.98M as of Q2 2026.
  • Envestnet Asset Management sold 234 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $19.5K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3167 holding.
  • Envestnet Asset Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2015 and has held it in 29 quarters since.
  • Envestnet Asset Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $6.71M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.