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
Q2 		$428K Hold
4,995
– – ﹤0.01% 433
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 $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

Financial Engines Advisors's SPGM Position: Q2 2026 in Review

Financial Engines Advisors held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 4,995 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Financial Engines Advisors first reported a position in SPGM in Q2 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Financial Engines Advisors held 4,995 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $428K as of Q2 2026.
  • Financial Engines Advisors left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #433 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 5 quarters since.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.