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Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Tennessee Valley Asset Management Partners’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 		$2.35M Buy
27,439
+1,351
+5% +$113K 0.26% 57
2026
Q1 		$1.98M Buy
26,088
+4,355
+20% +$341K 0.26% 54
2025
Q4 		$1.67M Buy
21,733
+1,340
+7% +$102K 0.22% 62
2025
Q3 		$1.53M Buy
20,393
+226
+1% +$16.2K 0.21% 64
2025
Q2 		$1.39M Buy
20,167
+2,251
+13% +$145K 0.35% 31
2025
Q1 		$1.12M Buy
17,916
+1,127
+7% +$72.7K 0.18% 67
2024
Q4 		$1.06M Buy
16,789
+532
+3% +$34.5K 0.18% 64
2024
Q3 		$1.05M Buy
16,257
+1,094
+7% +$67.8K 0.17% 66
2024
Q2 		$922K Buy
15,163
+1,281
+9% +$76.2K 0.17% 65
2024
Q1 		$829K Sell
13,882
-10,992
-44% -$626K 0.2% 54
2023
Q4 		$1.38M Buy
24,874
+13,173
+113% +$684K 0.19% 64
2023
Q3 		$591K Buy
11,701
+1,311
+13% +$68.6K 0.19% 62
2023
Q2 		$544K Buy
10,390
+1,981
+24% +$100K 0.17% 64
2023
Q1 		$419K Buy
8,409
+2,074
+33% +$102K 0.14% 72
2022
Q4 		$295K Buy
+6,335
New +$294K 0.1% 87

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SPGM Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 5.2% in Q2 2026, buying an estimated $113K and bringing the position to 27,439 shares worth $2.35M. The position accounts for 0.26% of the portfolio, ranked #57.

Tennessee Valley Asset Management Partners first reported a position in SPGM in Q4 2022 and has held it in 15 quarters since. 121 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 27,439 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.35M as of Q2 2026.
  • Tennessee Valley Asset Management Partners bought 1,351 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $113K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.26% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #57 holding.
  • Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.