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

World Investment 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 		$209K Hold
2,757
– – ﹤0.01% 1443
2026
Q1 		$209K Hold
2,757
– – ﹤0.01% 1470
2025
Q4 		$211K Buy
+2,757
New +$210K ﹤0.01% 1365

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

World Investment Advisors's SPGM Position: Q2 2026 in Review

World Investment Advisors held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 2,757 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

World Investment Advisors first reported a position in SPGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • World Investment Advisors held 2,757 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $209K as of Q2 2026.
  • World Investment Advisors left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1443 holding.
  • World Investment Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • World Investment Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $211K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.