Wealth Enhancement Advisory Services
SPGM icon

Wealth Enhancement Advisory Services’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.8M Sell
79,112
-102,216
-56% -$8.52M 0.01% 842
2026
Q1 		$13.8M Buy
181,328
+34,469
+23% +$2.7M 0.03% 493
2025
Q4 		$11.5M Buy
146,859
+129
+0.1% +$9.8K 0.02% 648
2025
Q3 		$11.1M Sell
146,730
-131,882
-47% -$9.46M 0.02% 615
2025
Q2 		$19.5M Sell
278,612
-58,630
-17% -$3.76M 0.03% 430
2025
Q1 		$21.1M Buy
337,242
+20,085
+6% +$1.3M 0.04% 382
2024
Q4 		$20.1M Buy
317,157
+8,168
+3% +$530K 0.04% 371
2024
Q3 		$20M Buy
308,989
+5,516
+2% +$342K 0.04% 347
2024
Q2 		$18.4M Buy
303,473
+2,869
+1% +$171K 0.04% 345
2024
Q1 		$17.9M Buy
300,604
+2,355
+0.8% +$134K 0.05% 349
2023
Q4 		$16.5M Buy
298,249
+6,904
+2% +$358K 0.05% 337
2023
Q3 		$14.7M Buy
+291,345
New +$15.3M 0.05% 328

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

Wealth Enhancement Advisory Services's SPGM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 56% in Q2 2026, selling an estimated $8.52M and leaving 79,112 shares worth $6.8M. The position accounts for 0.01% of the portfolio, ranked #842.

Wealth Enhancement Advisory Services first reported a position in SPGM in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.1M in Q1 2025. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 79,112 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $6.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 102,216 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $8.52M.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #842 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $21.1M in Q1 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.