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

Summit 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 		$493K Buy
5,757
+34
+0.6% +$2.83K 0.01% 1099
2026
Q1 		$433K Buy
5,723
+632
+12% +$49.5K 0.01% 1045
2025
Q4 		$391K Buy
5,091
+42
+0.8% +$3.19K 0.01% 969
2025
Q3 		$378K Buy
+5,049
New +$362K 0.01% 978

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

Summit Financial's SPGM Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.59% in Q2 2026, buying an estimated $2.83K and bringing the position to 5,757 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1099.

Summit Financial first reported a position in SPGM in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Summit Financial held 5,757 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $493K as of Q2 2026.
  • Summit Financial bought 34 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $2.83K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1099 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2025 and has held it in 4 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.