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New England Capital Financial Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

New England Capital Financial 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 		$1.4M Buy
16,340
+4,757
+41% +$397K 0.33% 22
2026
Q1 		$877K Buy
11,583
+1,082
+10% +$84.8K 0.24% 26
2025
Q4 		$806K Buy
10,501
+767
+8% +$58.3K 0.31% 26
2025
Q3 		$729K Sell
9,734
-5
-0.1% -$358 0.31% 27
2025
Q2 		$672K Buy
9,739
+550
+6% +$35.3K 0.31% 27
2025
Q1 		$574K Buy
9,189
+958
+12% +$61.8K 0.29% 27
2024
Q4 		$521K Sell
8,231
-280
-3% -$18.2K 0.25% 29
2024
Q3 		$551K Buy
8,511
+1,201
+16% +$74.4K 0.29% 28
2024
Q2 		$444K Buy
7,310
+1,083
+17% +$64.4K 0.25% 31
2024
Q1 		$372K Sell
6,227
-646
-9% -$36.8K 0.21% 34
2023
Q4 		$380K Sell
6,873
-106
-2% -$5.5K 0.23% 33
2023
Q3 		$352K Buy
6,979
+127
+2% +$6.65K 0.24% 33
2023
Q2 		$359K Buy
6,852
+706
+11% +$35.8K 0.24% 34
2023
Q1 		$306K Sell
6,146
-62
-1% -$3.04K 0.22% 39
2022
Q4 		$306K Buy
+6,208
New +$288K 0.22% 39

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

New England Capital Financial Advisors's SPGM Position: Q2 2026 in Review

New England Capital Financial Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 41% in Q2 2026, buying an estimated $397K and bringing the position to 16,340 shares worth $1.4M. The position accounts for 0.33% of the portfolio, ranked #22.

New England Capital Financial Advisors first reported a position in SPGM in Q4 2022 and has held it in 15 quarters since. 121 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • New England Capital Financial Advisors held 16,340 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.4M as of Q2 2026.
  • New England Capital Financial Advisors bought 4,757 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $397K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.33% of New England Capital Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • New England Capital Financial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.