Plante Moran Financial Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Plante Moran Financial 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 Q2	$150K	Hold	1,753	–	–	0.01%	196
2026 Q1	$133K	Hold	1,753	–	–	0.01%	200
2025 Q4	$134K	Hold	1,753	–	–	0.01%	205
2025 Q3	$131K	Hold	1,753	–	–	0.01%	208
2025 Q2	$121K	Hold	1,753	–	–	0.01%	217
2025 Q1	$109K	Hold	1,753	–	–	0.01%	231
2024 Q4	$111K	Hold	1,753	–	–	0.01%	240
2024 Q3	$114K	Hold	1,753	–	–	0.01%	263
2024 Q2	$107K	Hold	1,753	–	–	0.01%	237
2024 Q1	$105K	Hold	1,753	–	–	0.01%	243
2023 Q4	$97K	Hold	1,753	–	–	0.01%	250
2023 Q3	$88.5K	Hold	1,753	–	–	0.01%	240
2023 Q2	$91.8K	Hold	1,753	–	–	0.01%	242
2023 Q1	$87.4K	Hold	1,753	–	–	0.01%	240
2022 Q4	$81.7K	Hold	1,753	–	–	0.01%	252
2022 Q3	$75K	Hold	1,753	–	–	0.01%	247
2022 Q2	$81K	Hold	1,753	–	–	0.01%	245
2022 Q1	$96K	Hold	1,753	–	–	0.02%	232
2021 Q4	$101K	Hold	1,753	–	–	0.02%	252
2021 Q3	$96K	Hold	1,753	–	–	0.02%	281
2021 Q2	$97K	Hold	1,753	–	–	0.02%	254
2021 Q1	$92K	Buy	+1,753	New	+$89.9K	0.03%	255

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

Plante Moran Financial Advisors's SPGM Position: Q2 2026 in Review

Plante Moran Financial Advisors held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 1,753 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #196.

Plante Moran Financial Advisors first reported a position in SPGM in Q1 2021 and has held it in 22 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Plante Moran Financial Advisors held 1,753 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $150K as of Q2 2026.
Plante Moran Financial Advisors left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #196 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.