BFC Planning, Inc.’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

BFC Planning, Inc.’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	$17.4K	Hold	203	–	–	﹤0.01%	2077
2026 Q1	$15.4K	Hold	203	–	–	﹤0.01%	1834
2025 Q4	$15.6K	Hold	203	–	–	﹤0.01%	1858
2025 Q3	$15.2K	Hold	203	–	–	﹤0.01%	1709
2025 Q2	$14K	Hold	203	–	–	﹤0.01%	1644
2025 Q1	$12.7K	Sell	203 -439	-68%	-$28.3K	﹤0.01%	1661
2024 Q4	$40.7K	Buy	+642	New	+$41.6K	﹤0.01%	1197

Other funds holding SPGM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

BFC Planning, Inc.'s SPGM Position: Q2 2026 in Review

BFC Planning, Inc. held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 203 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

BFC Planning, Inc. first reported a position in SPGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.7K in Q4 2024. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

BFC Planning, Inc. held 203 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $17.4K as of Q2 2026.
BFC Planning, Inc. 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 BFC Planning, Inc.'s portfolio in Q2 2026, its #2077 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $40.7K in Q4 2024.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.