UBS AM
SPGM icon

UBS AM’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

UBS AM’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 		$102K Sell
1,190
-89
-7% -$7.42K ﹤0.01% 2817
2026
Q1 		$96.8K Buy
1,279
+605
+90% +$47.4K ﹤0.01% 2847
2025
Q4 		$51.7K Buy
+674
New +$51.2K ﹤0.01% 2614
2025
Q1 		– Sell
-121
Closed -$7.66K – 2693
2024
Q4 		$7.66K Buy
+121
New +$7.85K ﹤0.01% 2649

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 $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
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

UBS AM's SPGM Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 7% in Q2 2026, selling an estimated $7.42K and leaving 1,190 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

UBS AM first reported a position in SPGM in Q4 2024 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • UBS AM held 1,190 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $102K as of Q2 2026.
  • UBS AM sold 89 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $7.42K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2817 holding.
  • UBS AM first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and has held it in 4 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 UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.