Act Wealth Management
SPGM icon

Act Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Act Wealth Management’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
Q3 		$3.56M Sell
41,123
-312
-0.8% -$27K 1.05% 14
2026
Q2 		$3.55M Buy
41,435
+625
+2% +$52.1K 1.04% 14
2026
Q1 		$3.09M Buy
40,810
+1,353
+3% +$106K 1.04% 14
2025
Q4 		$3.03M Buy
39,457
+51
+0.1% +$3.88K 0.99% 14
2025
Q3 		$2.95M Sell
39,406
-140
-0.4% -$10K 1.03% 13
2025
Q2 		$2.73M Buy
39,546
+3,095
+8% +$199K 1.15% 12
2025
Q1 		$2.28M Buy
36,451
+1,092
+3% +$70.4K 1.03% 12
2024
Q4 		$2.24M Buy
35,359
+131
+0.4% +$8.5K 1.05% 12
2024
Q3 		$2.28M Sell
35,228
-760
-2% -$47.1K 1.01% 12
2024
Q2 		$2.19M Buy
35,988
+700
+2% +$41.6K 1.08% 13
2024
Q1 		$2.11M Buy
35,288
+872
+3% +$49.7K 1.06% 12
2023
Q4 		$1.9M Buy
34,416
+403
+1% +$20.9K 1.03% 11
2023
Q3 		$1.72M Sell
34,013
-425
-1% -$22.3K 1.15% 11
2023
Q2 		$1.8M Buy
34,438
+2,943
+9% +$149K 1.01% 12
2023
Q1 		$1.57M Buy
31,495
+2,013
+7% +$98.6K 0.93% 12
2022
Q4 		$1.37M Buy
29,482
+2,250
+8% +$104K 0.87% 12
2022
Q3 		$1.16M Buy
27,232
+6,106
+29% +$289K 0.83% 13
2022
Q2 		$972K Sell
21,126
-7
-0% -$350 0.64% 14
2022
Q1 		$1.16M Buy
21,133
+3,011
+17% +$165K 0.66% 14
2021
Q4 		$1.05M Sell
18,122
-216
-1% -$12.4K 0.6% 12
2021
Q3 		$1.02M Hold
18,338
– – 0.63% 11
2021
Q2 		$1.02M Buy
18,338
+98
+0.5% +$5.36K 0.63% 11
2021
Q1 		$955K Buy
18,240
+748
+4% +$38.4K 0.62% 11
2020
Q4 		$852K Buy
+17,492
New +$809K 0.55% 11

Other funds holding SPGM

Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Barden Capital Management
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Act Wealth Management's SPGM Position: Q3 2026 in Review

Act Wealth Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.75% in Q3 2026, selling an estimated $27K and leaving 41,123 shares worth $3.56M. The position accounts for 1.05% of the portfolio, ranked #14.

Act Wealth Management first reported a position in SPGM in Q4 2020 and has held it in 24 quarters since. 42 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

  • Act Wealth Management held 41,123 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $3.56M as of Q3 2026.
  • Act Wealth Management sold 312 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $27K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 1.05% of Act Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Act Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 42 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.