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Key Financial Inc’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Key Financial Inc’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 		$410K Buy
4,784
+187
+4% +$15.6K 0.07% 210
2026
Q1 		$348K Buy
4,597
+70
+2% +$5.49K 0.06% 223
2025
Q4 		$347K Buy
4,527
+271
+6% +$20.6K 0.06% 217
2025
Q3 		$321K Buy
4,256
+8
+0.2% +$574 0.06% 226
2025
Q2 		$293K Sell
4,248
-699
-14% -$44.9K 0.06% 227
2025
Q1 		$309K Buy
4,947
+271
+6% +$17.5K 0.07% 211
2024
Q4 		$296K Buy
4,676
+3,570
+323% +$232K 0.07% 204
2024
Q3 		$71.6K Buy
1,106
+99
+10% +$6.14K 0.02% 415
2024
Q2 		$61.2K Buy
1,007
+919
+1,044% +$54.7K 0.01% 423
2024
Q1 		$5.25K Buy
88
+18
+26% +$1.03K ﹤0.01% 927
2023
Q4 		$3.87K Buy
70
+1
+1% +$52 ﹤0.01% 1004
2023
Q3 		$3.48K Hold
69
– – ﹤0.01% 1029
2023
Q2 		$3.61K Buy
+69
New +$3.5K ﹤0.01% 1056

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

Key Financial Inc's SPGM Position: Q2 2026 in Review

Key Financial Inc increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 4.1% in Q2 2026, buying an estimated $15.6K and bringing the position to 4,784 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #210.

Key Financial Inc first reported a position in SPGM in Q2 2023 and has held it in 13 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Key Financial Inc held 4,784 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $410K as of Q2 2026.
  • Key Financial Inc bought 187 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $15.6K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #210 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.