Envestnet Portfolio Solutions
SPGM icon

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

Envestnet Portfolio Solutions’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
Q1 		– Sell
-2,621
Closed -$201K – 1491
2025
Q4 		$201K Buy
+2,621
New +$199K ﹤0.01% 1461

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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Envestnet Portfolio Solutions's SPGM Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q1 2026, closing a stake of 2,621 shares — an estimated $201K sold.

Envestnet Portfolio Solutions first reported a position in SPGM in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,621 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $201K.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $201K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.