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

Schaeffer Financial’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 		$19.4M Sell
226,929
-24,296
-10% -$2.03M 15.03% 3
2026
Q1 		$19M Sell
251,225
-710
-0.3% -$55.6K 16.01% 3
2025
Q4 		$19.3M Buy
251,935
+2,821
+1% +$214K 16.86% 3
2025
Q3 		$18.7M Buy
249,114
+2,331
+0.9% +$167K 16.91% 3
2025
Q2 		$17M Buy
246,783
+5,795
+2% +$372K 16.63% 4
2025
Q1 		$15M Buy
240,988
+610
+0.3% +$39.3K 16.6% 4
2024
Q4 		$15.2M Buy
240,378
+1,147
+0.5% +$74.4K 15.18% 4
2024
Q3 		$15.5M Buy
239,231
+1,059
+0.4% +$65.6K 15.74% 4
2024
Q2 		$14.5M Sell
238,172
-2,281
-0.9% -$136K 15.71% 4
2024
Q1 		$14.4M Sell
240,453
-3,459
-1% -$197K 14.29% 4
2023
Q4 		$13.5M Buy
+243,912
New +$12.7M 14.3% 4
2022
Q3 		$9.34M Buy
218,295
+6,921
+3% +$328K 17.36% 3
2022
Q2 		$9.72M Sell
211,374
-2,283
-1% -$114K 15.78% 3
2022
Q1 		$11.7M Buy
213,657
+9,921
+5% +$543K 15.8% 3
2021
Q4 		$11.8M Buy
+203,736
New +$11.7M 14.91% 3

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 $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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schaeffer Financial's SPGM Position: Q2 2026 in Review

Schaeffer Financial reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 9.7% in Q2 2026, selling an estimated $2.03M and leaving 226,929 shares worth $19.4M. The position accounts for 15.03% of the portfolio, ranked #3.

Schaeffer Financial first reported a position in SPGM in Q4 2021 and has held it in 15 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Schaeffer Financial held 226,929 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $19.4M as of Q2 2026.
  • Schaeffer Financial sold 24,296 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $2.03M.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 15.03% of Schaeffer Financial's portfolio in Q2 2026, its #3 holding.
  • Schaeffer Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Schaeffer Financial's 13F filing for Q2 2026, filed 3 Aug 2026.