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

Perennial 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	$463K	Hold	5,355	–	–	0.07%	106
2026 Q2	$459K	Hold	5,355	–	–	0.07%	103
2026 Q1	$405K	Hold	5,355	–	–	0.07%	93
2025 Q4	$411K	Buy	5,355 +255	+5%	+$19.4K	0.07%	92
2025 Q3	$382K	Buy	5,100 +1,500	+42%	+$108K	0.07%	95
2025 Q2	$248K	Buy	+3,600	New	+$231K	0.05%	107

Other funds holding SPGM

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Perennial Advisors's SPGM Position: Q3 2026 in Review

Perennial Advisors held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q3 2026 at 5,355 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #106.

Perennial Advisors first reported a position in SPGM in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

Perennial Advisors held 5,355 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $463K as of Q3 2026.
Perennial Advisors left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.07% of Perennial Advisors's portfolio in Q3 2026, its #106 holding.
Perennial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.