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

Professional 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	$637K	Buy	7,434 +21	+0.3%	+$1.75K	0.11%	87
2026 Q1	$561K	Buy	7,413 +110	+2%	+$8.62K	0.11%	92
2025 Q4	$560K	Sell	7,303 -1,232	-14%	-$93.6K	0.11%	84
2025 Q3	$639K	Sell	8,535 -177	-2%	-$12.7K	0.13%	80
2025 Q2	$601K	Sell	8,712 -547	-6%	-$35.1K	0.14%	79
2025 Q1	$578K	Sell	9,259 -77	-0.8%	-$4.97K	0.15%	77
2024 Q4	$591K	Sell	9,336 -404	-4%	-$26.2K	0.15%	78
2024 Q3	$631K	Sell	9,740 -491	-5%	-$30.4K	0.16%	75
2024 Q2	$622K	Buy	10,231 +32	+0.3%	+$1.9K	0.17%	72
2024 Q1	$609K	Sell	10,199 -108	-1%	-$6.15K	0.17%	70
2023 Q4	$570K	Buy	10,307 +37	+0.4%	+$1.92K	0.19%	63
2023 Q3	$519K	Sell	10,270 -816	-7%	-$42.7K	0.23%	68
2023 Q2	$580K	Sell	11,086 -3,404	-23%	-$172K	0.3%	52
2023 Q1	$794K	Buy	14,490 +2,843	+24%	+$139K	0.47%	41
2022 Q4	$543K	Sell	11,647 -63	-0.5%	-$2.92K	0.37%	55
2022 Q3	$501K	Sell	11,710 -46	-0.4%	-$2.18K	0.31%	55
2022 Q2	$541K	Sell	11,756 -2,734	-19%	-$137K	0.3%	60
2022 Q1	$794K	Sell	14,490 -2,339	-14%	-$128K	0.34%	53
2021 Q4	$973K	Sell	16,829 -282	-2%	-$16.2K	0.42%	43
2021 Q3	$937K	Hold	17,111	–	–	0.54%	36
2021 Q2	$950K	Sell	17,111 -108	-0.6%	-$5.9K	0.52%	38
2021 Q1	$901K	Sell	17,219 -55,335	-76%	-$2.84M	0.56%	39
2020 Q4	$3.53M	Buy	72,554 +370	+0.5%	+$17.1K	2.79%	8
2020 Q3	$3.03M	Buy	+72,184	New	+$3.08M	2.83%	8
2020 Q1	–	Sell	-20,656	Closed	-$887K	–	68
2019 Q4	$887K	Buy	+20,656	New	+$857K	0.84%	32

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

Professional Financial Advisors's SPGM Position: Q2 2026 in Review

Professional Financial Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.28% in Q2 2026, buying an estimated $1.75K and bringing the position to 7,434 shares worth $637K. The position accounts for 0.11% of the portfolio, ranked #87.

Professional Financial Advisors first reported a position in SPGM in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.53M in Q4 2020. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Professional Financial Advisors held 7,434 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $637K as of Q2 2026.
Professional Financial Advisors bought 21 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $1.75K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.11% of Professional Financial Advisors's portfolio in Q2 2026, its #87 holding.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
Professional Financial Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $3.53M in Q4 2020.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.