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Waverly Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Waverly Advisors’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 		$1.05M Sell
12,224
-681
-5% -$56.8K 0.01% 880
2026
Q1 		$977K Sell
12,905
-22
-0.2% -$1.72K 0.01% 844
2025
Q4 		$992K Buy
12,927
+62
+0.5% +$4.71K 0.01% 768
2025
Q3 		$964K Sell
12,865
-224
-2% -$16.1K 0.01% 650
2025
Q2 		$903K Sell
13,089
-605
-4% -$38.8K 0.01% 642
2025
Q1 		$855K Sell
13,694
-773
-5% -$49.9K 0.01% 640
2024
Q4 		$916K Buy
14,467
+2,916
+25% +$189K 0.01% 538
2024
Q3 		$748K Buy
11,551
+728
+7% +$45.1K 0.01% 499
2024
Q2 		$658K Buy
10,823
+882
+9% +$52.5K 0.01% 517
2024
Q1 		$593K Buy
+9,941
New +$566K 0.01% 446

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

Waverly Advisors's SPGM Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 5.3% in Q2 2026, selling an estimated $56.8K and leaving 12,224 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #880.

Waverly Advisors 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.

  • Waverly Advisors held 12,224 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.05M as of Q2 2026.
  • Waverly Advisors sold 681 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $56.8K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #880 holding.
  • Waverly Advisors 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.