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

LVW 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	$638K	Sell	7,447 -1,175	-14%	-$98K	0.06%	191
2026 Q1	$653K	Sell	8,622 -96	-1%	-$7.52K	0.06%	170
2025 Q4	$669K	Sell	8,718 -604	-6%	-$45.9K	0.07%	142
2025 Q3	$698K	Sell	9,322 -769	-8%	-$55.1K	0.07%	146
2025 Q2	$696K	Sell	10,091 -8,253	-45%	-$530K	0.08%	148
2025 Q1	$1.15M	Sell	18,344 -64,398	-78%	-$4.15M	0.14%	94
2024 Q4	$5.24M	Buy	82,742 +3,936	+5%	+$255K	0.63%	31
2024 Q3	$5.1M	Buy	78,806 +2,999	+4%	+$186K	0.65%	27
2024 Q2	$4.61M	Buy	75,807 +958	+1%	+$57K	0.67%	27
2024 Q1	$4.47M	Sell	74,849 -3,354	-4%	-$191K	0.76%	25
2023 Q4	$4.33M	Buy	78,203 +10,071	+15%	+$523K	0.81%	25
2023 Q3	$3.44M	Buy	68,132 +2,353	+4%	+$123K	0.71%	31
2023 Q2	$3.44M	Buy	65,779 +6,371	+11%	+$323K	0.66%	38
2023 Q1	$2.96M	Buy	59,408 +4,964	+9%	+$243K	0.58%	48
2022 Q4	$2.54M	Buy	54,444 +2,807	+5%	+$130K	0.52%	56
2022 Q3	$2.21M	Sell	51,637 -507	-1%	-$24K	0.49%	54
2022 Q2	$2.4M	Buy	52,144 +10,122	+24%	+$506K	0.49%	58
2022 Q1	$2.3M	Buy	42,022 +9,522	+29%	+$521K	0.39%	61
2021 Q4	$1.88M	Buy	32,500 +1,899	+6%	+$109K	0.32%	65
2021 Q3	$1.68M	Buy	30,601 +3,406	+13%	+$191K	0.29%	66
2021 Q2	$1.51M	Buy	27,195 +5,564	+26%	+$304K	0.27%	66
2021 Q1	$1.13M	Buy	21,631 +1,822	+9%	+$93.5K	0.22%	73
2020 Q4	$965K	Buy	19,809 +1,636	+9%	+$75.6K	0.19%	78
2020 Q3	$787K	Buy	18,173 +5,381	+42%	+$230K	0.17%	80
2020 Q2	$510K	Buy	+12,792	New	+$478K	0.12%	97
2019 Q4	–	Sell	-8,628	Closed	-$344K	–	199
2019 Q3	$344K	Sell	8,628 -306	-3%	-$12.2K	0.09%	116
2019 Q2	$357K	Buy	8,934 +1,950	+28%	+$77.1K	0.1%	111
2019 Q1	$273K	Buy	6,984 +934	+15%	+$35.3K	0.07%	155
2018 Q4	$211K	Buy	6,050 +462	+8%	+$17.3K	0.07%	150
2018 Q3	$226K	Buy	+5,588	New	+$223K	0.06%	147

Other funds holding SPGM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

LVW Advisors's SPGM Position: Q2 2026 in Review

LVW Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 14% in Q2 2026, selling an estimated $98K and leaving 7,447 shares worth $638K. The position accounts for 0.06% of the portfolio, ranked #191.

LVW Advisors first reported a position in SPGM in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.24M in Q4 2024. 63 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

LVW Advisors held 7,447 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $638K as of Q2 2026.
LVW Advisors sold 1,175 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $98K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #191 holding.
LVW Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2018 and has held it in 30 quarters since.
LVW Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $5.24M in Q4 2024.
63 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.