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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
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 $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Basepoint Wealth's SPGM Position: Q1 2026 in Review

Basepoint Wealth increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.11% in Q1 2026, buying an estimated $78 and bringing the position to 942 shares worth $71.3K. The position accounts for 0.04% of the portfolio, ranked #176.

Basepoint Wealth first reported a position in SPGM in Q4 2025 and has held it in 2 quarters since. The position peaked at $72.2K in Q4 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Basepoint Wealth held 942 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $71.3K as of Q1 2026.
  • Basepoint Wealth bought 1 State Street SPDR Portfolio MSCI Global Stock Market ETF share in Q1 2026, an estimated $78.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.04% of Basepoint Wealth's portfolio in Q1 2026, its #176 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 2 quarters since.
  • Basepoint Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $72.2K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.