SPGM ETF Analysis: Portfolio Global Stock | NYSE

Global Large-Stock Blend | NYSE, USA | Market Cap: 1.706m USD | 12M Return: 21.7% | Charts, Fundamentals & Technical Analysis

Global Equities, Developed Markets, Emerging Markets, Depositary Receipts
Total Rating 62
Safety 53
Buy Signal -0.16
Global Large-Stock Blend
Category Rotation: -1.0
TER: 0.09%
AUM: 1.71B
Avg Turnover: 11.7M
Risk 3d forecast
Volatility13.4%
VaR 5th Pctl2.49%
VaR vs Median3.33%
Reward TTM
Sharpe Ratio1.15
Rel. Str. IBD51.6
Rel. Str. Peer Group75
Character TTM
Beta0.923
Beta Downside0.892
Hurst Exponent0.465
Drawdowns 3y
Max DD16.90%
CAGR/Max DD1.08
CAGR/Mean DD8.75

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.9% 14
Feb -1.0% 27
Mar -0.2% 0
Apr +0.2% 11
May +0.2% 16
Jun -0.4% 13
Jul +1.0% 6
Aug -0.6% 6
Sep -0.1% 11
Oct -0.2% 18
Nov +0.5% 29
Dec -0.0% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SPGM Portfolio Global Stock

SPGM is a passively managed exchange-traded fund that invests at least 80% of its total assets in the securities of its underlying index and in depositary receipts based on those securities. The index is designed to measure the combined equity market performance of developed and emerging markets, giving the fund broad exposure to global equities through a single U.S.-listed vehicle.

The index is constructed using a free float-adjusted, market capitalization-weighted methodology. This approach excludes shares that are not available for public trading (such as insider holdings) and assigns greater weight to larger companies, meaning the funds performance is driven most heavily by the worlds biggest publicly traded firms.

Headlines to Watch Out For
  • MSCI global index reweighting shifts developed and emerging market exposure
  • US dollar strength pressures foreign equity returns for investors
  • Low-cost rival global ETFs compress SPGM expense ratio margins
What is the price of SPGM shares?

As of July 28, 2026, the stock is trading at USD 84.34 with a total of 270,821 shares traded. Over the past week, the price has changed by +0.07%, over one month by -0.83%, over three months by +3.65% and over the past year by +21.67%.

Current recommended Stop Loss: 82.80 (which is 1.8% or 1.6 ATR below the current price).

Is SPGM a buy, sell or hold?

Portfolio Global Stock has no consensus analysts rating.