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IAG Wealth Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

IAG Wealth Partners’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 		$1.82M Buy
21,200
+4,189
+25% +$349K 0.18% 62
2026
Q1 		$1.29M Buy
17,011
+1,660
+11% +$130K 0.14% 67
2025
Q4 		$1.18M Buy
15,351
+293
+2% +$22.3K 0.14% 68
2025
Q3 		$1.13M Buy
15,058
+202
+1% +$14.5K 0.14% 69
2025
Q2 		$1.03M Buy
14,856
+1,157
+8% +$74.3K 0.14% 67
2025
Q1 		$855K Buy
13,699
+499
+4% +$32.2K 0.13% 65
2024
Q4 		$836K Buy
13,200
+1,095
+9% +$71K 0.15% 58
2024
Q3 		$784K Buy
12,105
+1,275
+12% +$79K 0.14% 58
2024
Q2 		$658K Buy
10,830
+1,791
+20% +$107K 0.13% 58
2024
Q1 		$539K Buy
9,039
+544
+6% +$31K 0.12% 59
2023
Q4 		$470K Buy
8,495
+1,810
+27% +$93.9K 0.11% 58
2023
Q3 		$338K Buy
6,685
+672
+11% +$35.2K 0.09% 63
2023
Q2 		$315K Sell
6,013
-78
-1% -$3.95K 0.08% 68
2023
Q1 		$304K Buy
6,091
+1,633
+37% +$80K 0.08% 60
2022
Q4 		$208K Buy
4,458
+1,567
+54% +$72.7K 0.06% 70
2022
Q3 		$124K Buy
2,891
+1,819
+170% +$86.2K 0.04% 76
2022
Q2 		$49K Buy
+1,072
New +$53.6K 0.02% 129

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

IAG Wealth Partners's SPGM Position: Q2 2026 in Review

IAG Wealth Partners increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 25% in Q2 2026, buying an estimated $349K and bringing the position to 21,200 shares worth $1.82M. The position accounts for 0.18% of the portfolio, ranked #62.

IAG Wealth Partners 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.

  • IAG Wealth Partners held 21,200 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.82M as of Q2 2026.
  • IAG Wealth Partners bought 4,189 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $349K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.18% of IAG Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • IAG Wealth Partners 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 IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.