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

Lloyd 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 		– Sell
-17
Closed -$1.31K – 956
2026
Q1 		$1.31K Buy
+17
New +$1.33K ﹤0.01% 721

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

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

Lloyd Advisory Services sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026, closing a stake of 17 shares — an estimated $1.31K sold.

Lloyd Advisory Services first reported a position in SPGM in Q1 2026 and held it in 1 quarter. The position peaked at $1.31K in Q1 2026. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Lloyd Advisory Services reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 17 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $1.31K.
  • Lloyd Advisory Services first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.31K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.