O'Shaughnessy Asset Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

O'Shaughnessy Asset 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	$734K	Sell	8,566 -9,251	-52%	-$771K	﹤0.01%	1415
2026 Q1	$1.35M	Sell	17,817 -370	-2%	-$29K	0.01%	1051
2025 Q4	$1.4M	Sell	18,187 -6,184	-25%	-$470K	0.01%	1004
2025 Q3	$1.83M	Sell	24,371 -2,217	-8%	-$159K	0.01%	867
2025 Q2	$1.83M	Buy	26,588 +533	+2%	+$34.2K	0.01%	810
2025 Q1	$1.63M	Sell	26,055 -3,231	-11%	-$208K	0.01%	773
2024 Q4	$1.85M	Buy	29,286 +115	+0.4%	+$7.46K	0.02%	681
2024 Q3	$1.91M	Buy	29,171 +1,219	+4%	+$75.6K	0.02%	658
2024 Q2	$1.7M	Buy	27,952 +20,742	+288%	+$1.23M	0.02%	655
2024 Q1	$430K	Buy	+7,210	New	+$411K	﹤0.01%	1163

Other funds holding SPGM

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

O'Shaughnessy Asset Management's SPGM Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 52% in Q2 2026, selling an estimated $771K and leaving 8,566 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

O'Shaughnessy Asset Management first reported a position in SPGM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.91M in Q3 2024. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

O'Shaughnessy Asset Management held 8,566 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $734K as of Q2 2026.
O'Shaughnessy Asset Management sold 9,251 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $771K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1415 holding.
O'Shaughnessy Asset Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
O'Shaughnessy Asset Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.91M in Q3 2024.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.