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Interactive Financial Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Interactive Financial Advisors’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 		$2.92M Sell
34,328
-35
-0.1% -$2.92K 1.78% 16
2026
Q1 		$2.6M Buy
34,363
+697
+2% +$54.6K 1.7% 16
2025
Q4 		$2.58M Sell
33,666
-10,694
-24% -$813K 1.67% 16
2025
Q3 		$3.32M Sell
44,360
-853
-2% -$61.2K 1.8% 18
2025
Q2 		$3.12M Sell
45,213
-8,855
-16% -$568K 1.52% 20
2025
Q1 		$3.37M Sell
54,068
-340
-0.6% -$21.9K 1.78% 18
2024
Q4 		$3.45M Buy
54,408
+3,201
+6% +$208K 1.81% 18
2024
Q3 		$3.32M Buy
51,207
+2,315
+5% +$143K 1.71% 18
2024
Q2 		$2.97M Buy
48,892
+1,958
+4% +$116K 1.64% 18
2024
Q1 		$2.8M Buy
46,934
+38,257
+441% +$2.18M 1.55% 20
2023
Q4 		$1.67M Sell
8,677
-12,381
-59% -$643K 0.9% 23
2023
Q3 		$1.06M Sell
21,058
-29,633
-58% -$1.55M 0.72% 30
2023
Q2 		$2.65M Buy
50,691
+1,138
+2% +$57.6K 1.8% 12
2023
Q1 		$2.47M Sell
49,553
-7,178
-13% -$352K 1.58% 17
2022
Q4 		$2.65M Buy
56,731
+8,814
+18% +$409K 1.59% 17
2022
Q3 		$2.05M Buy
+47,917
New +$2.27M 1.19% 21

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

Interactive Financial Advisors's SPGM Position: Q2 2026 in Review

Interactive Financial Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.1% in Q2 2026, selling an estimated $2.92K and leaving 34,328 shares worth $2.92M. The position accounts for 1.78% of the portfolio, ranked #16.

Interactive Financial Advisors first reported a position in SPGM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.45M in Q4 2024. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Interactive Financial Advisors held 34,328 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.92M as of Q2 2026.
  • Interactive Financial Advisors sold 35 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $2.92K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 1.78% of Interactive Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Interactive Financial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Interactive Financial Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.45M 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 Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.