MWM
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Modern Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Modern Wealth Management’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 		$1.28M Buy
14,958
+8,858
+145% +$739K 0.02% 466
2026
Q1 		$466K Buy
6,100
+167
+3% +$13.1K 0.01% 592
2025
Q4 		$455K Buy
+5,933
New +$451K 0.01% 557

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

Modern Wealth Management's SPGM Position: Q2 2026 in Review

Modern Wealth Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 145% in Q2 2026, buying an estimated $739K and bringing the position to 14,958 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #466.

Modern Wealth Management first reported a position in SPGM in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Modern Wealth Management held 14,958 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.28M as of Q2 2026.
  • Modern Wealth Management bought 8,858 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $739K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Modern Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2025 and has held it in 3 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.