Financial Engines Advisors
SPGM icon

Financial Engines Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Financial Engines 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
Q1 		$378K Sell
4,995
-107
-2% -$8.39K ﹤0.01% 431
2025
Q4 		$391K Hold
5,102
– – ﹤0.01% 430
2025
Q3 		$382K Buy
5,102
+17
+0.3% +$1.22K ﹤0.01% 435
2025
Q2 		$351K Buy
+5,085
New +$326K ﹤0.01% 422

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $3.16B AUM 19.52% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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 $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Engines Advisors's SPGM Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 2.1% in Q1 2026, selling an estimated $8.39K and leaving 4,995 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Financial Engines Advisors first reported a position in SPGM in Q2 2025 and has held it in 4 quarters since. The position peaked at $391K in Q4 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Financial Engines Advisors held 4,995 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $378K as of Q1 2026.
  • Financial Engines Advisors sold 107 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $8.39K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #431 holding.
  • Financial Engines Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $391K 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 Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.