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MW ADVISORY, LLC’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

MW ADVISORY, LLC’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 		$324K Buy
+3,784
New +$316K 0.13% 102

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
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
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

MW ADVISORY, LLC's SPGM Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026: 3,784 shares worth $324K. The stake represents 0.13% of the portfolio and ranks #102 among its holdings.

108 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • MW ADVISORY, LLC held 3,784 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $324K as of Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF was a new MW ADVISORY, LLC position in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.13% of MW ADVISORY, LLC's portfolio in Q2 2026, its #102 holding.
  • 108 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.