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Steward Partners Investment Advisory’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$4.92K Hold
65
– – ﹤0.01% 3800
2025
Q4 		$4.99K Hold
65
– – ﹤0.01% 3693
2025
Q3 		$4.87K Sell
65
-64
-50% -$4.59K ﹤0.01% 3669
2025
Q2 		$8.9K Buy
129
+35
+37% +$2.25K ﹤0.01% 3263
2025
Q1 		$5.87K Buy
+94
New +$6.06K ﹤0.01% 3329

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's SPGM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q1 2026 at 65 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3800.

Steward Partners Investment Advisory first reported a position in SPGM in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.9K in Q2 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Steward Partners Investment Advisory held 65 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $4.92K as of Q1 2026.
  • Steward Partners Investment Advisory left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3800 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $8.9K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.