PFG Advisors
SPGM icon

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

PFG 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 		$1.54M Sell
17,855
-642
-3% -$55.6K 0.08% 288
2026
Q2 		$1.58M Buy
18,497
+297
+2% +$24.8K 0.08% 278
2026
Q1 		$1.38M Buy
18,200
+657
+4% +$51.5K 0.07% 308
2025
Q4 		$1.35M Buy
17,543
+2,912
+20% +$221K 0.07% 309
2025
Q3 		$1.1M Buy
14,631
+6,603
+82% +$473K 0.04% 383
2025
Q2 		$554K Buy
8,028
+661
+9% +$42.4K 0.03% 399
2025
Q1 		$460K Buy
7,367
+824
+13% +$53.1K 0.03% 494
2024
Q4 		$414K Buy
6,543
+741
+13% +$48.1K 0.03% 500
2024
Q3 		$376K Buy
5,802
+1,706
+42% +$106K 0.02% 532
2024
Q2 		$249K Buy
4,096
+656
+19% +$39K 0.02% 603
2024
Q1 		$205K Buy
+3,440
New +$196K 0.02% 626

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Foronjy Financial
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
Barden Capital Management
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFG Advisors's SPGM Position: Q3 2026 in Review

PFG Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 3.5% in Q3 2026, selling an estimated $55.6K and leaving 17,855 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #288.

PFG Advisors first reported a position in SPGM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.58M in Q2 2026. 100 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

  • PFG Advisors held 17,855 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.54M as of Q3 2026.
  • PFG Advisors sold 642 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $55.6K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.08% of PFG Advisors's portfolio in Q3 2026, its #288 holding.
  • PFG Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
  • PFG Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $1.58M in Q2 2026.
  • 100 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.