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FAS Wealth Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

FAS Wealth Partners’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 		$89.1K Sell
1,040
-114
-10% -$9.51K ﹤0.01% 386
2026
Q1 		$87.3K Hold
1,154
– – 0.01% 371
2025
Q4 		$88.5K Sell
1,154
-1,309
-53% -$99.5K 0.01% 370
2025
Q3 		$185K Hold
2,463
– – 0.01% 321
2025
Q2 		$170K Buy
2,463
+15
+0.6% +$963 0.01% 319
2025
Q1 		$153K Hold
2,448
– – 0.01% 301
2024
Q4 		$155K Buy
2,448
+19
+0.8% +$1.23K 0.01% 305
2024
Q3 		$157K Hold
2,429
– – 0.01% 307
2024
Q2 		$148K Buy
2,429
+16
+0.7% +$952 0.01% 296
2024
Q1 		$144K Hold
2,413
– – 0.01% 306
2023
Q4 		$134K Buy
2,413
+17
+0.7% +$882 0.01% 300
2023
Q3 		$121K Hold
2,396
– – 0.01% 293
2023
Q2 		$125K Buy
2,396
+20
+0.8% +$1.01K 0.02% 275
2023
Q1 		$119K Sell
2,376
-62
-3% -$3.04K 0.01% 299
2022
Q4 		$114K Buy
2,438
+21
+0.9% +$974 0.01% 291
2022
Q3 		$103K Hold
2,417
– – 0.01% 292
2022
Q2 		$111K Buy
2,417
+19
+0.8% +$949 0.01% 295
2022
Q1 		$131K Sell
2,398
-762
-24% -$41.7K 0.01% 293
2021
Q4 		$183K Buy
3,160
+30
+1% +$1.72K 0.02% 291
2021
Q3 		$171K Hold
3,130
– – 0.02% 290
2021
Q2 		$174K Buy
3,130
+12
+0.4% +$656 0.02% 275
2021
Q1 		$163K Hold
3,118
– – 0.02% 260
2020
Q4 		$152K Sell
3,118
-6,164
-66% -$285K 0.02% 251
2020
Q3 		$402K Sell
9,282
-117
-1% -$4.99K 0.05% 176
2020
Q2 		$374K Sell
9,399
-1,259
-12% -$47.1K 0.06% 175
2020
Q1 		$358K Sell
10,658
-416
-4% -$16.6K 0.06% 155
2019
Q4 		$475K Buy
11,074
+77
+0.7% +$3.19K 0.08% 140
2019
Q3 		$439K Sell
10,997
-333
-3% -$13.2K 0.08% 138
2019
Q2 		$453K Sell
11,330
-334
-3% -$13.2K 0.08% 135
2019
Q1 		$455K Sell
11,664
-1,672
-13% -$63.2K 0.09% 134
2018
Q4 		$464K Buy
13,336
+328
+3% +$12.3K 0.11% 125
2018
Q3 		$527K Sell
13,008
-1,634
-11% -$65.1K 0.12% 111
2018
Q2 		$566K Sell
14,642
-4,906
-25% -$193K 0.15% 98
2018
Q1 		$764K Sell
19,548
-44,962
-70% -$1.8M 0.22% 74
2017
Q4 		$2.54M Buy
64,510
+2,878
+5% +$111K 0.67% 32
2017
Q3 		$2.32M Buy
61,632
+7,528
+14% +$276K 0.65% 31
2017
Q2 		$1.94M Buy
54,104
+2,468
+5% +$87.4K 0.58% 34
2017
Q1 		$1.79M Buy
+51,636
New +$1.76M 0.55% 35

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

FAS Wealth Partners's SPGM Position: Q2 2026 in Review

FAS Wealth Partners reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 9.9% in Q2 2026, selling an estimated $9.51K and leaving 1,040 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

FAS Wealth Partners first reported a position in SPGM in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.54M in Q4 2017. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • FAS Wealth Partners held 1,040 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $89.1K as of Q2 2026.
  • FAS Wealth Partners sold 114 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $9.51K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #386 holding.
  • FAS Wealth Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2017 and has held it in 38 quarters since.
  • FAS Wealth Partners's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $2.54M in Q4 2017.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.