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Garrett Wealth Advisory Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Garrett Wealth Advisory Group’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 		$564K Sell
6,578
-33
-0.5% -$2.75K 0.09% 81
2026
Q1 		$501K Sell
6,611
-3,464
-34% -$271K 0.09% 75
2025
Q4 		$773K Buy
10,075
+370
+4% +$28.1K 0.15% 50
2025
Q3 		$727K Buy
9,705
+696
+8% +$49.9K 0.14% 51
2025
Q2 		$622K Buy
9,009
+560
+7% +$36K 0.13% 52
2025
Q1 		$527K Buy
8,449
+682
+9% +$44K 0.12% 53
2024
Q4 		$492K Buy
7,767
+816
+12% +$52.9K 0.11% 57
2024
Q3 		$450K Buy
6,951
+444
+7% +$27.5K 0.11% 58
2024
Q2 		$395K Buy
6,507
+238
+4% +$14.2K 0.15% 56
2024
Q1 		$374K Buy
6,269
+154
+3% +$8.78K 0.15% 46
2023
Q4 		$338K Buy
6,115
+176
+3% +$9.13K 0.14% 45
2023
Q3 		$300K Buy
5,939
+614
+12% +$32.1K 0.14% 48
2023
Q2 		$279K Buy
5,325
+291
+6% +$14.7K 0.12% 47
2023
Q1 		$251K Buy
5,034
+225
+5% +$11K 0.12% 42
2022
Q4 		$224K Buy
4,809
+23
+0.5% +$1.07K 0.12% 42
2022
Q3 		$205K Buy
+4,786
New +$227K 0.11% 44
2022
Q2 		– Sell
-5,681
Closed -$311K – 57
2022
Q1 		$311K Buy
5,681
+2,231
+65% +$122K 0.16% 46
2021
Q4 		$200K Buy
+3,450
New +$198K 0.1% 61

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

Garrett Wealth Advisory Group's SPGM Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.5% in Q2 2026, selling an estimated $2.75K and leaving 6,578 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #81.

Garrett Wealth Advisory Group first reported a position in SPGM in Q4 2021 and has held it in 18 quarters since. The position peaked at $773K in Q4 2025. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Garrett Wealth Advisory Group held 6,578 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $564K as of Q2 2026.
  • Garrett Wealth Advisory Group sold 33 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $2.75K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.09% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #81 holding.
  • Garrett Wealth Advisory Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Garrett Wealth Advisory Group's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $773K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.