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Planning Strategies’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Planning Strategies’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 		$10.3K Buy
+120
New +$10K 0.01% 319

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
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
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Planning Strategies's SPGM Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026: 120 shares worth $10.3K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings.

174 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Planning Strategies held 120 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $10.3K as of Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF was a new Planning Strategies position in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #319 holding.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.