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

Basepoint Wealth’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 		$81.3K Buy
949
+7
+0.7% +$584 0.05% 170
2026
Q1 		$71.3K Buy
942
+1
+0.1% +$78 0.04% 176
2025
Q4 		$72.2K Buy
+941
New +$71.5K 0.04% 167

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

Basepoint Wealth's SPGM Position: Q2 2026 in Review

Basepoint Wealth increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.74% in Q2 2026, buying an estimated $584 and bringing the position to 949 shares worth $81.3K. The position accounts for 0.05% of the portfolio, ranked #170.

Basepoint Wealth first reported a position in SPGM in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Basepoint Wealth held 949 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $81.3K as of Q2 2026.
  • Basepoint Wealth bought 7 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $584.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.05% of Basepoint Wealth's portfolio in Q2 2026, its #170 holding.
  • Basepoint Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.