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Planning Strategies Inc.’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Planning Strategies Inc.’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 		$10.3K Buy
+120
New +$10K 0.01% 319

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Planning Strategies Inc.'s SPGM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q2 2026: 120 shares worth $10.3K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings.

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

  • Planning Strategies Inc. held 120 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $10.3K as of Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #319 holding.
  • 59 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.