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C.M. Bidwell & Associates’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

C.M. Bidwell & Associates’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 		$299K Sell
3,494
-64
-2% -$5.34K 0.12% 108
2026
Q1 		$269K Hold
3,558
– – 0.13% 103
2025
Q4 		$273K Buy
3,558
+6
+0.2% +$456 0.13% 104
2025
Q3 		$266K Hold
3,552
– – 0.13% 103
2025
Q2 		$245K Buy
3,552
+1
+0% +$64 0.13% 111
2025
Q1 		$222K Buy
3,551
+1
+0% +$64 0.13% 116
2024
Q4 		$225K Buy
3,550
+2
+0.1% +$130 0.14% 111
2024
Q3 		$230K Buy
3,548
+1
+0% +$62 0.14% 109
2024
Q2 		$216K Buy
3,547
+3
+0.1% +$178 0.14% 111
2024
Q1 		$212K Sell
3,544
-24
-0.7% -$1.37K 0.14% 115
2023
Q4 		$197K Buy
3,568
+442
+14% +$22.9K 0.15% 115
2023
Q3 		$158K Sell
3,126
-6,132
-66% -$321K 0.12% 146
2023
Q2 		$485K Buy
9,258
+335
+4% +$17K 0.35% 48
2023
Q1 		$445K Buy
8,923
+550
+7% +$26.9K 0.34% 49
2022
Q4 		$390K Buy
8,373
+2,454
+41% +$114K 0.31% 54
2022
Q3 		$253K Buy
5,919
+5,232
+762% +$248K 0.21% 82
2022
Q2 		$32K Sell
687
-1,546
-69% -$77.2K 0.03% 307
2022
Q1 		$122K Hold
2,233
– – 0.08% 217
2021
Q4 		$129K Buy
2,233
+1,220
+120% +$69.9K 0.08% 223
2021
Q3 		$55K Hold
1,013
– – 0.04% 293
2021
Q2 		$56K Hold
1,013
– – 0.04% 294
2021
Q1 		$53K Buy
1,013
+1,001
+8,342% +$51.4K 0.04% 296
2020
Q4 		$1K Hold
12
– – ﹤0.01% 472
2020
Q3 		$1K Sell
12
-2,350
-99% -$100K ﹤0.01% 443
2020
Q2 		$94K Hold
2,362
– – 0.09% 216
2020
Q1 		$79K Hold
2,362
– – 0.08% 186
2019
Q4 		$101K Buy
+2,362
New +$98K 0.09% 158
2019
Q3 		– Sell
-2,350
Closed -$94K – 478
2019
Q2 		$94K Hold
2,350
– – 0.09% 180
2019
Q1 		$92K Hold
2,350
– – 0.09% 185
2018
Q4 		$82K Hold
2,350
– – 0.09% 198
2018
Q3 		$95K Hold
2,350
– – 0.09% 191
2018
Q2 		$91K Hold
2,350
– – 0.08% 200
2018
Q1 		$92K Hold
2,350
– – 0.08% 197
2017
Q4 		$93K Buy
+2,350
New +$90.9K 0.08% 217

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

C.M. Bidwell & Associates's SPGM Position: Q2 2026 in Review

C.M. Bidwell & Associates reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.8% in Q2 2026, selling an estimated $5.34K and leaving 3,494 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #108.

C.M. Bidwell & Associates first reported a position in SPGM in Q4 2017 and has held it in 34 quarters since. The position peaked at $485K in Q2 2023. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • C.M. Bidwell & Associates held 3,494 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $299K as of Q2 2026.
  • C.M. Bidwell & Associates sold 64 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $5.34K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.12% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #108 holding.
  • C.M. Bidwell & Associates first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • C.M. Bidwell & Associates's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $485K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.