Stifel Financial
SPGM icon

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

Stifel 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 		$640K Buy
7,472
+812
+12% +$67.7K ﹤0.01% 2820
2026
Q1 		$504K Sell
6,660
-772
-10% -$60.5K ﹤0.01% 2879
2025
Q4 		$570K Buy
7,432
+415
+6% +$31.5K ﹤0.01% 2787
2025
Q3 		$526K Buy
7,017
+161
+2% +$11.5K ﹤0.01% 2777
2025
Q2 		$473K Buy
6,856
+273
+4% +$17.5K ﹤0.01% 2808
2025
Q1 		$411K Sell
6,583
-3,256
-33% -$210K ﹤0.01% 2815
2024
Q4 		$623K Sell
9,839
-166
-2% -$10.8K ﹤0.01% 2549
2024
Q3 		$648K Buy
10,005
+107
+1% +$6.63K ﹤0.01% 2510
2024
Q2 		$602K Buy
9,898
+310
+3% +$18.4K ﹤0.01% 2514
2024
Q1 		$572K Buy
9,588
+1,286
+15% +$73.3K ﹤0.01% 2532
2023
Q4 		$459K Sell
8,302
-2,000
-19% -$104K ﹤0.01% 2612
2023
Q3 		$520K Hold
10,302
– – ﹤0.01% 2466
2023
Q2 		$539K Buy
+10,302
New +$522K ﹤0.01% 2473

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

Stifel Financial's SPGM Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 12% in Q2 2026, buying an estimated $67.7K and bringing the position to 7,472 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Stifel Financial first reported a position in SPGM in Q2 2023 and has held it in 13 quarters since. The position peaked at $648K in Q3 2024. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Stifel Financial held 7,472 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $640K as of Q2 2026.
  • Stifel Financial bought 812 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $67.7K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2820 holding.
  • Stifel Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • Stifel Financial's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $648K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.