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

BIP 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 		$670K Sell
7,817
-309
-4% -$25.8K 0.02% 328
2026
Q1 		$615K Buy
8,126
+1,265
+18% +$99.1K 0.03% 266
2025
Q4 		$526K Buy
6,861
+1
+0% +$76 0.02% 294
2025
Q3 		$514K Sell
6,860
-26
-0.4% -$1.86K 0.03% 183
2025
Q2 		$475K Sell
6,886
-560
-8% -$36K 0.03% 158
2025
Q1 		$465K Buy
7,446
+14
+0.2% +$903 0.03% 159
2024
Q4 		$471K Buy
7,432
+562
+8% +$36.4K 0.03% 156
2024
Q3 		$445K Hold
6,870
– – 0.03% 145
2024
Q2 		$418K Buy
6,870
+246
+4% +$14.6K 0.03% 125
2024
Q1 		$395K Buy
6,624
+864
+15% +$49.2K 0.03% 139
2023
Q4 		$319K Hold
5,760
– – 0.03% 147
2023
Q3 		$291K Hold
5,760
– – 0.03% 140
2023
Q2 		$301K Sell
5,760
-799
-12% -$40.5K 0.02% 141
2023
Q1 		$327K Buy
+6,559
New +$321K 0.04% 138

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

BIP Wealth's SPGM Position: Q2 2026 in Review

BIP Wealth reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 3.8% in Q2 2026, selling an estimated $25.8K and leaving 7,817 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #328.

BIP Wealth first reported a position in SPGM in Q1 2023 and has held it in 14 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • BIP Wealth held 7,817 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $670K as of Q2 2026.
  • BIP Wealth sold 309 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $25.8K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #328 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.