NewEdge Advisors
SPGM icon

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

NewEdge 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
Q3 		$84.6K Sell
978
-128,616
-99% -$11.1M ﹤0.01% 3028
2026
Q2 		$11.1M Buy
129,594
+128,531
+12,091% +$10.7M 0.03% 476
2026
Q1 		$80.5K Buy
1,063
+100
+10% +$7.84K ﹤0.01% 2813
2025
Q4 		$73.9K Buy
963
+435
+82% +$33.1K ﹤0.01% 2847
2025
Q3 		$39.5K Hold
528
– – ﹤0.01% 2898
2025
Q2 		$36.4K Hold
528
– – ﹤0.01% 2757
2025
Q1 		$33K Hold
528
– – ﹤0.01% 2684
2024
Q4 		$33.4K Hold
528
– – ﹤0.01% 2657
2024
Q3 		$34.2K Buy
528
+30
+6% +$1.86K ﹤0.01% 2551
2024
Q2 		$30.3K Buy
498
+250
+101% +$14.9K ﹤0.01% 2499
2024
Q1 		$14.8K Hold
248
– – ﹤0.01% 2733
2023
Q4 		$13.7K Buy
248
+60
+32% +$3.11K ﹤0.01% 2722
2023
Q3 		$9.49K Sell
188
-54
-22% -$2.83K ﹤0.01% 2589
2023
Q2 		$12.7K Buy
242
+100
+70% +$5.06K ﹤0.01% 2537
2023
Q1 		$7.08K Sell
142
-10
-7% -$490 ﹤0.01% 2674
2022
Q4 		$939 Buy
+152
New +$7.05K ﹤0.01% 3052

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Goldstone Financial Group
Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

NewEdge Advisors's SPGM Position: Q3 2026 in Review

NewEdge Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 99% in Q3 2026, selling an estimated $11.1M and leaving 978 shares worth $84.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

NewEdge Advisors first reported a position in SPGM in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.1M in Q2 2026. 159 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

  • NewEdge Advisors held 978 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $84.6K as of Q3 2026.
  • NewEdge Advisors sold 128,616 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $11.1M.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #3028 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $11.1M in Q2 2026.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.