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Advance Capital Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Advance Capital 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
Q2 		$12.6M Buy
147,537
+2,861
+2% +$239K 0.41% 19
2026
Q1 		$11M Sell
144,676
-226,851
-61% -$17.8M 0.42% 20
2025
Q4 		$28.5M Sell
371,527
-2,475
-0.7% -$188K 1.21% 12
2025
Q3 		$28M Buy
374,002
+14,201
+4% +$1.02M 1.22% 11
2025
Q2 		$24.8M Buy
359,801
+4,612
+1% +$296K 1.13% 13
2025
Q1 		$22.2M Buy
355,189
+5,907
+2% +$381K 1.06% 12
2024
Q4 		$22.1M Buy
349,282
+6,844
+2% +$444K 1.01% 8
2024
Q3 		$22.2M Sell
342,438
-63,373
-16% -$3.93M 0.98% 8
2024
Q2 		$24.7M Sell
405,811
-642
-0.2% -$38.2K 1.17% 8
2024
Q1 		$24.3M Sell
406,453
-58,489
-13% -$3.33M 1.68% 8
2023
Q4 		$25.7M Buy
464,942
+11,093
+2% +$576K 2.03% 9
2023
Q3 		$22.9M Buy
453,849
+42,264
+10% +$2.21M 2.12% 9
2023
Q2 		$21.5M Buy
411,585
+22,646
+6% +$1.15M 2.44% 8
2023
Q1 		$19.4M Buy
388,939
+6,552
+2% +$321K 3.45% 8
2022
Q4 		$17.8M Sell
382,387
-2,135
-0.6% -$99.1K 2.36% 8
2022
Q3 		$16.4M Buy
384,522
+8,538
+2% +$405K 2.01% 8
2022
Q2 		$17.3M Sell
375,984
-19,163
-5% -$957K 2.07% 7
2022
Q1 		$21.7M Buy
395,147
+13,246
+3% +$725K 2.63% 5
2021
Q4 		$22.1M Buy
+381,901
New +$21.9M 4.52% 3

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

Advance Capital Management's SPGM Position: Q2 2026 in Review

Advance Capital Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 2% in Q2 2026, buying an estimated $239K and bringing the position to 147,537 shares worth $12.6M. The position accounts for 0.41% of the portfolio, ranked #19.

Advance Capital Management first reported a position in SPGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.5M in Q4 2025. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Advance Capital Management held 147,537 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $12.6M as of Q2 2026.
  • Advance Capital Management bought 2,861 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $239K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.41% of Advance Capital Management's portfolio in Q2 2026, its #19 holding.
  • Advance Capital Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Advance Capital Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $28.5M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.