Larson Financial Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Larson Financial Group’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	$195K	Sell	2,281 -58	-2%	-$4.84K	0.01%	861
2026 Q1	$177K	Hold	2,339	–	–	0.01%	761
2025 Q4	$179K	Buy	2,339 +26	+1%	+$1.98K	0.01%	731
2025 Q3	$173K	Hold	2,313	–	–	0.01%	730
2025 Q2	$160K	Buy	2,313 +19	+0.8%	+$1.22K	0.01%	708
2025 Q1	$143K	Hold	2,294	–	–	0.01%	691
2024 Q4	$145K	Buy	2,294 +25	+1%	+$1.62K	0.01%	644
2024 Q3	$147K	Hold	2,269	–	–	0.01%	642
2024 Q2	$138K	Buy	+2,269	New	+$135K	0.01%	568
2022 Q1	–	Sell	-408	Closed	-$24K	–	1154
2021 Q4	$24K	Buy	408 +5	+1%	+$286	﹤0.01%	507
2021 Q3	$22K	Hold	403	–	–	﹤0.01%	448
2021 Q2	$22K	Buy	403 +3	+0.8%	+$164	0.01%	423
2021 Q1	$21K	Buy	+400	New	+$20.5K	0.01%	407

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

Larson Financial Group's SPGM Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 2.5% in Q2 2026, selling an estimated $4.84K and leaving 2,281 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #861.

Larson Financial Group first reported a position in SPGM in Q1 2021 and has held it in 13 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Larson Financial Group held 2,281 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $195K as of Q2 2026.
Larson Financial Group sold 58 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $4.84K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #861 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2021 and has held it in 13 quarters since.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.