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Great Valley Advisor Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Great Valley Advisor 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 		$1.52M Buy
17,686
+2,018
+13% +$168K 0.02% 465
2026
Q1 		$1.19M Buy
15,668
+1,491
+11% +$117K 0.02% 481
2025
Q4 		$1.09M Buy
14,177
+1,289
+10% +$98K 0.02% 466
2025
Q3 		$965K Buy
12,888
+1,422
+12% +$102K 0.02% 479
2025
Q2 		$791K Buy
11,466
+2,054
+22% +$132K 0.02% 497
2025
Q1 		$587K Buy
9,412
+1,396
+17% +$90K 0.01% 555
2024
Q4 		$507K Buy
8,016
+1,445
+22% +$93.7K 0.01% 576
2024
Q3 		$425K Buy
6,571
+722
+12% +$44.7K 0.01% 599
2024
Q2 		$356K Buy
5,849
+1,302
+29% +$77.5K 0.01% 606
2024
Q1 		$271K Buy
4,547
+46
+1% +$2.62K 0.01% 632
2023
Q4 		$249K Buy
+4,501
New +$234K 0.01% 621
2022
Q2 		– Sell
-12,173
Closed -$668K – 718
2022
Q1 		$668K Sell
12,173
-17,550
-59% -$960K 0.04% 343
2021
Q4 		$1.72M Buy
29,723
+10,179
+52% +$583K 0.11% 202
2021
Q3 		$1.07M Sell
19,544
-2,341
-11% -$131K 0.07% 239
2021
Q2 		$1.21M Sell
21,885
-260
-1% -$14.2K 0.09% 214
2021
Q1 		$1.16M Sell
22,145
-354
-2% -$18.2K 0.11% 182
2020
Q4 		$1.1M Buy
22,499
+49
+0.2% +$2.27K 0.11% 172
2020
Q3 		$971K Sell
22,450
-46
-0.2% -$1.96K 0.12% 170
2020
Q2 		$896K Buy
+22,496
New +$841K 0.15% 164

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

Great Valley Advisor Group's SPGM Position: Q2 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 13% in Q2 2026, buying an estimated $168K and bringing the position to 17,686 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #465.

Great Valley Advisor Group first reported a position in SPGM in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2021. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Great Valley Advisor Group held 17,686 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.52M as of Q2 2026.
  • Great Valley Advisor Group bought 2,018 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $168K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #465 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2020 and has held it in 19 quarters since.
  • Great Valley Advisor Group's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.72M in Q4 2021.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.