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KPP Advisory Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

KPP Advisory Services’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 		$1.02M Sell
11,940
-196
-2% -$16.3K 0.13% 141
2026
Q1 		$919K Buy
12,136
+239
+2% +$18.7K 0.13% 144
2025
Q4 		$913K Buy
11,897
+599
+5% +$45.5K 0.13% 142
2025
Q3 		$846K Buy
11,298
+1,959
+21% +$140K 0.13% 153
2025
Q2 		$644K Buy
9,339
+764
+9% +$49K 0.11% 160
2025
Q1 		$535K Sell
8,575
-190
-2% -$12.3K 0.1% 169
2024
Q4 		$555K Buy
8,765
+3,787
+76% +$246K 0.13% 139
2024
Q3 		$322K Buy
4,978
+645
+15% +$40K 0.08% 190
2024
Q2 		$263K Buy
4,333
+572
+15% +$34K 0.07% 200
2024
Q1 		$224K Buy
+3,761
New +$214K 0.06% 223

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

KPP Advisory Services's SPGM Position: Q2 2026 in Review

KPP Advisory Services reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.6% in Q2 2026, selling an estimated $16.3K and leaving 11,940 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #141.

KPP Advisory Services first reported a position in SPGM in Q1 2024 and has held it in 10 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • KPP Advisory Services held 11,940 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.02M as of Q2 2026.
  • KPP Advisory Services sold 196 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $16.3K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.13% of KPP Advisory Services's portfolio in Q2 2026, its #141 holding.
  • KPP Advisory Services first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2024 and has held it in 10 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 KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.