SFS
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Sunrise Financial Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Sunrise Financial Services’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 		$140K Hold
1,639
– – 0.08% 75
2026
Q1 		$124K Hold
1,639
– – 0.09% 76
2025
Q4 		$126K Buy
+1,639
New +$125K 0.09% 70

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

Sunrise Financial Services's SPGM Position: Q2 2026 in Review

Sunrise Financial Services held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 1,639 shares worth $140K. The position accounts for 0.08% of the portfolio, ranked #75.

Sunrise Financial Services first reported a position in SPGM in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Sunrise Financial Services held 1,639 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $140K as of Q2 2026.
  • Sunrise Financial Services left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.08% of Sunrise Financial Services's portfolio in Q2 2026, its #75 holding.
  • Sunrise Financial Services 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.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

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