Morgan Stanley
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Morgan Stanley’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Morgan Stanley’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
Q1 		$12.9M Buy
170,645
+5,640
+3% +$442K ﹤0.01% 3342
2025
Q4 		$12.7M Sell
165,005
-389
-0.2% -$29.6K ﹤0.01% 3386
2025
Q3 		$12.4M Buy
165,394
+35,518
+27% +$2.55M ﹤0.01% 3352
2025
Q2 		$8.96M Buy
129,876
+34,239
+36% +$2.2M ﹤0.01% 3540
2025
Q1 		$5.97M Buy
95,637
+11,523
+14% +$743K ﹤0.01% 3777
2024
Q4 		$5.33M Buy
84,114
+13,507
+19% +$876K ﹤0.01% 3937
2024
Q3 		$4.57M Buy
70,607
+15,244
+28% +$945K ﹤0.01% 4027
2024
Q2 		$3.36M Buy
55,363
+3,391
+7% +$202K ﹤0.01% 4201
2024
Q1 		$3.1M Sell
51,972
-47,082
-48% -$2.68M ﹤0.01% 4294
2023
Q4 		$5.48M Buy
99,054
+48,603
+96% +$2.52M ﹤0.01% 4321
2023
Q3 		$2.55M Buy
50,451
+2,685
+6% +$141K ﹤0.01% 4238
2023
Q2 		$2.5M Sell
47,766
-11,388
-19% -$577K ﹤0.01% 4275
2023
Q1 		$2.95M Buy
59,154
+3,384
+6% +$166K ﹤0.01% 4198
2022
Q4 		$2.6M Buy
55,770
+32,508
+140% +$1.51M ﹤0.01% 4287
2022
Q3 		$995K Buy
23,262
+4,563
+24% +$216K ﹤0.01% 4883
2022
Q2 		$860K Sell
18,699
-2,205
-11% -$110K ﹤0.01% 5106
2022
Q1 		$1.15M Sell
20,904
-594,428
-97% -$32.5M ﹤0.01% 4898
2021
Q4 		$35.6M Buy
615,332
+595,449
+2,995% +$34.1M ﹤0.01% 1612
2021
Q3 		$1.09M Sell
19,883
-706,897
-97% -$39.7M ﹤0.01% 4998
2021
Q2 		$40.4M Sell
726,780
-179,482
-20% -$9.81M 0.01% 1485
2021
Q1 		$47.4M Sell
906,262
-37,292
-4% -$1.91M 0.01% 1212
2020
Q4 		$46M Buy
943,554
+924,132
+4,758% +$42.7M 0.01% 1161
2020
Q3 		$841K Buy
19,422
+15
+0.1% +$640 ﹤0.01% 4334
2020
Q2 		$773K Sell
19,407
-14,213
-42% -$532K ﹤0.01% 4357
2020
Q1 		$1.13M Buy
33,620
+2,153
+7% +$86K ﹤0.01% 3860
2019
Q4 		$1.35M Sell
31,467
-41,709
-57% -$1.73M ﹤0.01% 4320
2019
Q3 		$2.92M Buy
73,176
+41,498
+131% +$1.65M ﹤0.01% 3446
2019
Q2 		$1.27M Sell
31,678
-29,066
-48% -$1.15M ﹤0.01% 4094
2019
Q1 		$2.37M Buy
60,744
+3,182
+6% +$120K ﹤0.01% 3444
2018
Q4 		$2M Buy
57,562
+9,464
+20% +$355K ﹤0.01% 3766
2018
Q3 		$1.95M Buy
48,098
+9,532
+25% +$380K ﹤0.01% 4020
2018
Q2 		$1.49M Buy
38,566
+4,158
+12% +$164K ﹤0.01% 4326
2018
Q1 		$1.34M Sell
34,408
-1,130
-3% -$45.2K ﹤0.01% 4336
2017
Q4 		$1.4M Sell
35,538
-3,350
-9% -$130K ﹤0.01% 4321
2017
Q3 		$1.47M Sell
38,888
-342
-0.9% -$12.6K ﹤0.01% 4157
2017
Q2 		$1.41M Sell
39,230
-14,472
-27% -$512K ﹤0.01% 4104
2017
Q1 		$1.86M Buy
53,702
+40,592
+310% +$1.38M ﹤0.01% 3877
2016
Q4 		$429K Buy
13,110
+8,906
+212% +$291K ﹤0.01% 5020
2016
Q3 		$138K Hold
4,204
– – ﹤0.01% 5173
2016
Q2 		$130K Sell
4,204
-860
-17% -$26.8K ﹤0.01% 5123
2016
Q1 		$156K Buy
5,064
+550
+12% +$16K ﹤0.01% 5109
2015
Q4 		$139K Sell
4,514
-2,550
-36% -$80.5K ﹤0.01% 5246
2015
Q3 		$215K Sell
7,064
-3,332
-32% -$106K ﹤0.01% 5044
2015
Q2 		$344K Buy
10,396
+3,832
+58% +$130K ﹤0.01% 4948
2015
Q1 		$219K Sell
6,564
-1,246
-16% -$40.8K ﹤0.01% 5159
2014
Q4 		$254K Buy
7,810
+500
+7% +$16K ﹤0.01% 5096
2014
Q3 		$233K Buy
7,310
+110
+2% +$3.58K ﹤0.01% 5059
2014
Q2 		$236K Sell
7,200
-64
-0.9% -$2.06K ﹤0.01% 5067
2014
Q1 		$229K Buy
7,264
+2,850
+65% +$88.1K ﹤0.01% 5050
2013
Q4 		$135K Buy
+4,414
New +$135K ﹤0.01% 5223

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's SPGM Position: Q1 2026 in Review

Morgan Stanley increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 3.4% in Q1 2026, buying an estimated $442K and bringing the position to 170,645 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Morgan Stanley first reported a position in SPGM in Q4 2013 and has held it in 50 quarters since. The position peaked at $47.4M in Q1 2021. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Morgan Stanley held 170,645 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $12.9M as of Q1 2026.
  • Morgan Stanley bought 5,640 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $442K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3342 holding.
  • Morgan Stanley first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $47.4M in Q1 2021.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.