United Advisor Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

United Advisor Group’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	$311K	Buy	3,631 +17	+0.5%	+$1.42K	0.03%	415
2026 Q1	$274K	Hold	3,614	–	–	0.03%	412
2025 Q4	$277K	Buy	3,614 +25	+0.7%	+$1.9K	0.03%	395
2025 Q3	$269K	Hold	3,589	–	–	0.04%	383
2025 Q2	$248K	Buy	3,589 +18	+0.5%	+$1.16K	0.04%	346
2025 Q1	$223K	Hold	3,571	–	–	0.05%	325
2024 Q4	$226K	Buy	3,571 +23	+0.6%	+$1.49K	0.04%	337
2024 Q3	$230K	Hold	3,548	–	–	0.05%	313
2024 Q2	$216K	Sell	3,548 -505	-12%	-$30K	0.07%	249
2024 Q1	$242K	Buy	+4,053	New	+$231K	0.09%	187

Other funds holding SPGM

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

United Advisor Group's SPGM Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.47% in Q2 2026, buying an estimated $1.42K and bringing the position to 3,631 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #415.

United Advisor Group first reported a position in SPGM in Q1 2024 and has held it in 10 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

United Advisor Group held 3,631 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $311K as of Q2 2026.
United Advisor Group bought 17 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $1.42K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #415 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2024 and has held it in 10 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.