Independent Advisor Alliance’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Independent Advisor Alliance’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	–	Sell	-370,713	Closed	-$28.1M	–	1545
2026 Q1	$28.1M	Buy	+370,713	New	+$29.1M	0.3%	67
2025 Q1	–	Sell	-465,025	Closed	-$29.5M	–	1288
2024 Q4	$29.5M	Buy	+465,025	New	+$30.2M	0.39%	51

Other funds holding SPGM

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

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

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

GFG

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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Independent Advisor Alliance's SPGM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026, closing a stake of 370,713 shares — an estimated $28.1M sold.

Independent Advisor Alliance first reported a position in SPGM in Q4 2024 and held it in 2 quarters. The position peaked at $29.5M in Q4 2024. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 370,713 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $28.1M.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $29.5M 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.