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

Barden 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 		$6.64M Buy
77,495
+648
+0.8% +$54K 6.12% 3
2026
Q1 		$5.82M Buy
76,847
+1,630
+2% +$128K 4.98% 3
2025
Q4 		$5.77M Buy
75,217
+3,899
+5% +$296K 4.74% 4
2025
Q3 		$5.34M Sell
71,318
-1,767
-2% -$127K 4.44% 4
2025
Q2 		$5.04M Sell
73,085
-491
-0.7% -$31.5K 4.42% 4
2025
Q1 		$4.59M Buy
73,576
+769
+1% +$49.6K 4.09% 2
2024
Q4 		$4.61M Buy
72,807
+3,413
+5% +$221K 3.96% 4
2024
Q3 		$4.49M Buy
69,394
+2,853
+4% +$177K 3.95% 3
2024
Q2 		$4.04M Buy
66,541
+310
+0.5% +$18.4K 3.81% 3
2024
Q1 		$3.95M Sell
66,231
-25,194
-28% -$1.44M 3.82% 3
2023
Q4 		$4.62M Hold
91,425
– – 3.76% 3
2023
Q3 		$4.62M Buy
91,425
+21,620
+31% +$1.13M 4.49% 2
2023
Q2 		$3.65M Sell
69,805
-26,718
-28% -$1.35M 4.02% 2
2023
Q1 		$4.81M Sell
96,523
-141
-0.1% -$6.91K 4.6% 2
2022
Q4 		$4.51M Buy
96,664
+4,321
+5% +$200K 4.62% 2
2022
Q3 		$3.95M Sell
92,343
-2,927
-3% -$139K 4.6% 3
2022
Q2 		$4.38M Buy
95,270
+7,523
+9% +$376K 4.75% 3
2022
Q1 		$4.81M Buy
87,747
+6,566
+8% +$359K 4.71% 3
2021
Q4 		$4.7M Buy
+81,181
New +$4.65M 4.47% 3

Other funds holding SPGM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

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

Barden Capital Management increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.84% in Q2 2026, buying an estimated $54K and bringing the position to 77,495 shares worth $6.64M. The position accounts for 6.12% of the portfolio, ranked #3.

Barden Capital Management first reported a position in SPGM in Q4 2021 and has held it in 19 quarters since. 98 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Barden Capital Management held 77,495 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $6.64M as of Q2 2026.
  • Barden Capital Management bought 648 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $54K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 6.12% of Barden Capital Management's portfolio in Q2 2026, its #3 holding.
  • Barden 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.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.