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Investment Planning Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Investment Planning 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 		$6.24M Buy
72,890
+4,138
+6% +$345K 1.45% 14
2026
Q1 		$5.21M Buy
68,752
+26,478
+63% +$2.08M 1.43% 14
2025
Q4 		$3.24M Buy
42,274
+1,271
+3% +$96.6K 0.94% 18
2025
Q3 		$3.07M Buy
41,003
+35,031
+587% +$2.51M 0.97% 18
2025
Q2 		$412K Sell
5,972
-91,414
-94% -$5.87M 0.15% 55
2025
Q1 		$6.08M Buy
97,386
+72,674
+294% +$4.69M 2.47% 13
2024
Q4 		$1.57M Buy
24,712
+18,962
+330% +$1.23M 0.68% 25
2024
Q3 		$349K Hold
5,750
– – 0.18% 52
2024
Q2 		$349K Buy
+5,750
New +$342K 0.18% 52

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Investment Planning Advisors's SPGM Position: Q2 2026 in Review

Investment Planning Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 6% in Q2 2026, buying an estimated $345K and bringing the position to 72,890 shares worth $6.24M. The position accounts for 1.45% of the portfolio, ranked #14.

Investment Planning Advisors first reported a position in SPGM in Q2 2024 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Investment Planning Advisors held 72,890 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $6.24M as of Q2 2026.
  • Investment Planning Advisors bought 4,138 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $345K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 1.45% of Investment Planning Advisors's portfolio in Q2 2026, its #14 holding.
  • Investment Planning Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.