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Goldstone Financial Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Goldstone Financial 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 		$19.7M Buy
230,291
+122,695
+114% +$10.2M 1.8% 12
2026
Q1 		$8.15M Buy
+107,596
New +$8.43M 0.88% 33

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
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstone Financial Group's SPGM Position: Q2 2026 in Review

Goldstone Financial Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 114% in Q2 2026, buying an estimated $10.2M and bringing the position to 230,291 shares worth $19.7M. The position accounts for 1.8% of the portfolio, ranked #12.

Goldstone Financial Group first reported a position in SPGM in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Goldstone Financial Group held 230,291 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $19.7M as of Q2 2026.
  • Goldstone Financial Group bought 122,695 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $10.2M.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 1.8% of Goldstone Financial Group's portfolio in Q2 2026, its #12 holding.
  • Goldstone Financial Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2026 and has held it in 2 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 Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.