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FSM Wealth Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

FSM Wealth 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 		$943K Buy
11,010
+169
+2% +$14.1K 0.1% 115
2026
Q1 		$821K Buy
10,841
+93
+0.9% +$7.29K 0.11% 112
2025
Q4 		$824K Buy
10,748
+153
+1% +$11.6K 0.11% 104
2025
Q3 		$794K Buy
10,595
+89
+0.8% +$6.38K 0.11% 108
2025
Q2 		$726K Buy
10,506
+269
+3% +$17.3K 0.12% 110
2025
Q1 		$639K Sell
10,237
-131
-1% -$8.45K 0.14% 90
2024
Q4 		$663K Buy
10,368
+273
+3% +$17.7K 0.16% 81
2024
Q3 		$654K Buy
10,095
+169
+2% +$10.5K 0.17% 78
2024
Q2 		$603K Buy
9,926
+163
+2% +$9.7K 0.2% 75
2024
Q1 		$583K Buy
9,763
+879
+10% +$50.1K 0.21% 77
2023
Q4 		$492K Buy
8,884
+302
+4% +$15.7K 0.21% 84
2023
Q3 		$433K Buy
8,582
+269
+3% +$14.1K 0.22% 83
2023
Q2 		$435K Sell
8,313
-5
-0.1% -$253 0.22% 89
2023
Q1 		$415K Buy
8,318
+483
+6% +$23.7K 0.24% 90
2022
Q4 		$365K Buy
7,835
+240
+3% +$11.1K 0.26% 83
2022
Q3 		$325K Buy
7,595
+193
+3% +$9.15K 0.27% 92
2022
Q2 		$365K Buy
+7,402
New +$370K 0.36% 70

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

FSM Wealth Advisors's SPGM Position: Q2 2026 in Review

FSM Wealth Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.6% in Q2 2026, buying an estimated $14.1K and bringing the position to 11,010 shares worth $943K. The position accounts for 0.1% of the portfolio, ranked #115.

FSM Wealth Advisors first reported a position in SPGM in Q2 2022 and has held it in 17 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • FSM Wealth Advisors held 11,010 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $943K as of Q2 2026.
  • FSM Wealth Advisors bought 169 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $14.1K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • FSM Wealth Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.