Farther Finance Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Farther Finance Advisors’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 Q3	$311K	Sell	3,598 -1	-0%	-$87	﹤0.01%	1952
2026 Q2	$308K	Sell	3,599 -498	-12%	-$41.5K	﹤0.01%	1930
2026 Q1	$313K	Sell	4,097 -822	-17%	-$64.4K	﹤0.01%	1703
2025 Q4	$377K	Buy	4,919 +4,491	+1,049%	+$341K	﹤0.01%	1497
2025 Q3	$32K	Hold	428	–	–	﹤0.01%	2727
2025 Q2	$29.5K	Buy	428 +4	+0.9%	+$257	﹤0.01%	2429
2025 Q1	$26.6K	Buy	+424	New	+$27.3K	﹤0.01%	2235

Other funds holding SPGM

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Farther Finance Advisors's SPGM Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.03% in Q3 2026, selling an estimated $87 and leaving 3,598 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Farther Finance Advisors first reported a position in SPGM in Q1 2025 and has held it in 7 quarters since. The position peaked at $377K in Q4 2025. 18 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

Farther Finance Advisors held 3,598 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $311K as of Q3 2026.
Farther Finance Advisors sold 1 State Street SPDR Portfolio MSCI Global Stock Market ETF share in Q3 2026, an estimated $87.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1952 holding.
Farther Finance Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $377K in Q4 2025.
18 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.