SFA
SPGM icon

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

Sequoia 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 		$190M Buy
2,214,046
+209,359
+10% +$17.5M 0.95% 22
2026
Q1 		$152M Buy
2,004,687
+266,634
+15% +$20.9M 0.85% 25
2025
Q4 		$133M Buy
1,738,053
+344,818
+25% +$26.2M 0.74% 30
2025
Q3 		$104M Buy
1,393,235
+112,562
+9% +$8.07M 0.63% 33
2025
Q2 		$88.4M Sell
1,280,673
-94,568
-7% -$6.07M 0.6% 35
2025
Q1 		$85.8M Buy
1,375,241
+58,408
+4% +$3.77M 0.66% 31
2024
Q4 		$83.4M Buy
1,316,833
+4,203
+0.3% +$273K 0.8% 21
2024
Q3 		$85M Buy
1,312,630
+503
+0% +$31.2K 0.91% 20
2024
Q2 		$79.8M Sell
1,312,127
-50,410
-4% -$3M 0.96% 18
2024
Q1 		$81.3M Buy
1,362,537
+17,241
+1% +$982K 1.01% 19
2023
Q4 		$74.4M Buy
1,345,296
+18,502
+1% +$960K 0.92% 21
2023
Q3 		$67M Buy
1,326,794
+1,607
+0.1% +$84.1K 1.17% 20
2023
Q2 		$69.4M Buy
1,325,187
+90,492
+7% +$4.58M 1.19% 20
2023
Q1 		$61.6M Sell
1,234,695
-49,881
-4% -$2.44M 1.37% 15
2022
Q4 		$59.9M Buy
1,284,576
+58,878
+5% +$2.73M 1.47% 14
2022
Q3 		$52.4M Sell
1,225,698
-30,679
-2% -$1.45M 1.65% 12
2022
Q2 		$57.8M Sell
1,256,377
-44,781
-3% -$2.24M 1.63% 11
2022
Q1 		$71.3M Buy
1,301,158
+49,835
+4% +$2.73M 1.78% 12
2021
Q4 		$72.4M Buy
1,251,323
+857,616
+218% +$49.1M 1.97% 11
2021
Q3 		$21.6M Sell
393,707
-799,250
-67% -$44.9M 2.19% 11
2021
Q2 		$66.2M Buy
1,192,957
+486,796
+69% +$26.6M 2.42% 8
2021
Q1 		$37M Sell
706,161
-102,831
-13% -$5.28M 1.55% 15
2020
Q4 		$39.4M Sell
808,992
-11,402
-1% -$527K 1.8% 10
2020
Q3 		$35.5M Sell
820,394
-19,171
-2% -$818K 1.87% 11
2020
Q2 		$33.4M Buy
839,565
+76,123
+10% +$2.85M 1.98% 10
2020
Q1 		$25.7M Buy
763,442
+54,352
+8% +$2.17M 1.9% 11
2019
Q4 		$30.4M Buy
709,090
+55,828
+9% +$2.32M 1.93% 11
2019
Q3 		$26.1M Buy
653,262
+50,408
+8% +$2M 1.89% 10
2019
Q2 		$24.1M Buy
602,854
+95,272
+19% +$3.77M 1.79% 11
2019
Q1 		$19.8M Buy
507,582
+251,372
+98% +$9.5M 1.63% 12
2018
Q4 		$8.92M Buy
256,210
+1,164
+0.5% +$43.7K 1.03% 19
2018
Q3 		$10.3M Buy
255,046
+5,454
+2% +$217K 1.03% 18
2018
Q2 		$9.64M Buy
249,592
+7,102
+3% +$280K 1.03% 18
2018
Q1 		$9.48M Sell
242,490
-11,492
-5% -$460K 1% 18
2017
Q4 		$10M Buy
253,982
+5,536
+2% +$214K 1.05% 19
2017
Q3 		$9.37M Buy
248,446
+80
+0% +$2.94K 1.11% 19
2017
Q2 		$8.92M Buy
248,366
+5,898
+2% +$209K 1.11% 21
2017
Q1 		$8.4M Sell
242,468
-48,216
-17% -$1.64M 1.07% 22
2016
Q4 		$9.52M Buy
290,684
+8,804
+3% +$288K 1.36% 18
2016
Q3 		$9.24M Buy
+281,880
New +$9.14M 1.72% 12

Other funds holding SPGM

PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

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

Sequoia Financial Advisors increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 10% in Q2 2026, buying an estimated $17.5M and bringing the position to 2,214,046 shares worth $190M. The position accounts for 0.95% of the portfolio, ranked #22.

Sequoia Financial Advisors first reported a position in SPGM in Q3 2016 and has held it in 40 quarters since. 39 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Sequoia Financial Advisors held 2,214,046 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $190M as of Q2 2026.
  • Sequoia Financial Advisors bought 209,359 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $17.5M.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.95% of Sequoia Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2016 and has held it in 40 quarters since.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.