SWM
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SHP Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

SHP Wealth Management’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 		$2.49M Buy
29,050
+12,318
+74% +$1.03M 0.17% 46
2026
Q1 		$1.27M Buy
16,732
+12,116
+262% +$950K 0.1% 66
2025
Q4 		$354K Buy
+4,616
New +$351K 0.03% 179

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
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

SHP Wealth Management's SPGM Position: Q2 2026 in Review

SHP Wealth Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 74% in Q2 2026, buying an estimated $1.03M and bringing the position to 29,050 shares worth $2.49M. The position accounts for 0.17% of the portfolio, ranked #46.

SHP Wealth Management first reported a position in SPGM in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • SHP Wealth Management held 29,050 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.49M as of Q2 2026.
  • SHP Wealth Management bought 12,318 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $1.03M.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.17% of SHP Wealth Management's portfolio in Q2 2026, its #46 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2025 and has held it in 3 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.